Money Concepts Capital’s Dominion Energy D Stock Holding History

Money Concepts Capital’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
2026 Q1	$280K	Buy	4,524 +737	+19%	+$45.5K	0.02%	478
2025 Q4	$222K	Buy	+3,787	New	+$228K	0.01%	484
2024 Q3	–	Sell	-31,199	Closed	-$1.53M	–	400
2024 Q2	$1.53M	Sell	31,199 -1,396	-4%	-$71.1K	0.13%	164
2024 Q1	$1.6M	Buy	32,595 +539	+2%	+$25.2K	0.15%	172
2023 Q4	$1.51M	Buy	32,056 +1,728	+6%	+$77.1K	0.14%	168
2023 Q3	$1.35M	Buy	30,328 +145	+0.5%	+$7.2K	0.14%	167
2023 Q2	$1.56M	Sell	30,183 -13,613	-31%	-$740K	0.16%	153
2023 Q1	$2.45M	Sell	43,796 -5,193	-11%	-$304K	0.14%	135
2022 Q4	$3M	Buy	48,989 +4,020	+9%	+$252K	0.13%	142
2022 Q3	$3.11M	Buy	44,969 +12,334	+38%	+$996K	0.18%	105
2022 Q2	$2.65M	Sell	32,635 -3,609	-10%	-$298K	0.24%	95
2022 Q1	$3.08M	Buy	36,244 +4,033	+13%	+$324K	0.17%	130
2021 Q4	$2.53M	Buy	+32,211	New	+$2.42M	0.21%	113
2021 Q1	$1.11M	Sell	14,632 -404	-3%	-$29.3K	0.09%	206
2020 Q4	$1.13M	Buy	+15,036	New	+$1.19M	0.1%	169

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Money Concepts Capital's D Position: Q1 2026 in Review

Money Concepts Capital increased its Dominion Energy (D) stake by 19% in Q1 2026, buying an estimated $45.5K and bringing the position to 4,524 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #478.

Money Concepts Capital first reported a position in D in Q4 2020 and has held it in 15 quarters since. The position peaked at $3.11M in Q3 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Money Concepts Capital held 4,524 shares of Dominion Energy worth $280K as of Q1 2026.
Money Concepts Capital bought 737 Dominion Energy shares in Q1 2026, an estimated $45.5K.
Dominion Energy made up 0.02% of Money Concepts Capital's portfolio in Q1 2026, its #478 holding.
Money Concepts Capital first reported a position in Dominion Energy in Q4 2020 and has held it in 15 quarters since.
Money Concepts Capital's Dominion Energy position peaked at $3.11M in Q3 2022.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.