Montgomery Financial Services’s Dominion Energy D Stock Holding History

Montgomery Financial Services’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	$92.2K	Buy	+1,350	New	+$87.8K	0.08%	47

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Montgomery Financial Services's D Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Dominion Energy (D) in Q2 2026: 1,350 shares worth $92.2K. The stake represents 0.08% of the portfolio and ranks #47 among its holdings.

1,482 funds tracked by Wall St. Rank hold D as of Q2 2026.

Montgomery Financial Services held 1,350 shares of Dominion Energy worth $92.2K as of Q2 2026.
Dominion Energy was a new Montgomery Financial Services position in Q2 2026.
Dominion Energy made up 0.08% of Montgomery Financial Services's portfolio in Q2 2026, its #47 holding.
1,482 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.