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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
Q2 		– Sell
-4,524
Closed -$280K – 641
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

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Money Concepts Capital's D Position: Q2 2026 in Review

Money Concepts Capital sold out of Dominion Energy (D) in Q2 2026, closing a stake of 4,524 shares — an estimated $280K sold.

Money Concepts Capital first reported a position in D in Q4 2020 and held it in 15 quarters. The position peaked at $3.11M in Q3 2022. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Money Concepts Capital reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • Money Concepts Capital sold 4,524 Dominion Energy shares in Q2 2026, an estimated $280K.
  • Money Concepts Capital first reported a position in Dominion Energy in Q4 2020 and held it in 15 quarters.
  • Money Concepts Capital's Dominion Energy position peaked at $3.11M in Q3 2022.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.