MFG
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MidWestOne Financial Group’s Dominion Energy D Stock Holding History

MidWestOne Financial Group’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$335K Hold
5,710
– – 0.04% 237
2025
Q3 		$349K Sell
5,710
-1,500
-21% -$89.2K 0.04% 236
2025
Q2 		$408K Hold
7,210
– – 0.05% 216
2025
Q1 		$404K Sell
7,210
-80
-1% -$4.4K 0.06% 209
2024
Q4 		$393K Hold
7,290
– – 0.06% 222
2024
Q3 		$421K Hold
7,290
– – 0.06% 218
2024
Q2 		$357K Sell
7,290
-1,180
-14% -$60.1K 0.06% 227
2024
Q1 		$417K Buy
8,470
+97
+1% +$4.53K 0.07% 224
2023
Q4 		$394K Buy
8,373
+160
+2% +$7.14K 0.07% 217
2023
Q3 		$367K Sell
8,213
-4,346
-35% -$216K 0.08% 207
2023
Q2 		$650K Sell
12,559
-476
-4% -$25.9K 0.14% 178
2023
Q1 		$729K Buy
13,035
+488
+4% +$28.6K 0.16% 152
2022
Q4 		$769K Sell
12,547
-4,011
-24% -$252K 0.17% 138
2022
Q3 		$1.14M Sell
16,558
-209
-1% -$16.9K 0.29% 76
2022
Q2 		$1.34M Buy
16,767
+194
+1% +$16K 0.33% 66
2022
Q1 		$1.41M Sell
16,573
-592
-3% -$47.5K 0.3% 76
2021
Q4 		$1.35M Buy
17,165
+414
+2% +$31.2K 0.28% 90
2021
Q3 		$1.22M Buy
16,751
+37
+0.2% +$2.82K 0.29% 80
2021
Q2 		$1.23M Buy
16,714
+450
+3% +$34.7K 0.29% 84
2021
Q1 		$1.24M Sell
16,264
-33
-0.2% -$2.4K 0.3% 81
2020
Q4 		$1.23M Buy
16,297
+237
+1% +$18.8K 0.34% 69
2020
Q3 		$1.27M Buy
16,060
+4,377
+37% +$344K 0.42% 57
2020
Q2 		$949K Sell
11,683
-5,809
-33% -$466K 0.4% 51
2020
Q1 		$1.26M Sell
17,492
-392
-2% -$32K 0.46% 48
2019
Q4 		$1.48M Buy
17,884
+477
+3% +$39K 0.31% 58
2019
Q3 		$1.41M Buy
17,407
+1,065
+7% +$82.4K 0.44% 46
2019
Q2 		$1.26M Buy
+16,342
New +$1.25M 0.35% 73

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MidWestOne Financial Group's D Position: Q4 2025 in Review

MidWestOne Financial Group held its Dominion Energy (D) position steady in Q4 2025 at 5,710 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #237.

MidWestOne Financial Group first reported a position in D in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.48M in Q4 2019. 1,451 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • MidWestOne Financial Group held 5,710 shares of Dominion Energy worth $335K as of Q4 2025.
  • MidWestOne Financial Group left its Dominion Energy share count unchanged in Q4 2025.
  • Dominion Energy made up 0.04% of MidWestOne Financial Group's portfolio in Q4 2025, its #237 holding.
  • MidWestOne Financial Group first reported a position in Dominion Energy in Q2 2019 and has held it in 27 quarters since.
  • MidWestOne Financial Group's Dominion Energy position peaked at $1.48M in Q4 2019.
  • 1,451 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.