MWM
D icon

Moran Wealth Management’s Dominion Energy D Stock Holding History

Moran Wealth Management’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
-4,119
Closed -$255K – 506
2026
Q1 		$255K Buy
+4,119
New +$254K 0.01% 440

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Moran Wealth Management's D Position: Q2 2026 in Review

Moran Wealth Management sold out of Dominion Energy (D) in Q2 2026, closing a stake of 4,119 shares — an estimated $255K sold.

Moran Wealth Management first reported a position in D in Q1 2026 and held it in 1 quarter. The position peaked at $255K in Q1 2026. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Moran Wealth Management reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • Moran Wealth Management sold 4,119 Dominion Energy shares in Q2 2026, an estimated $255K.
  • Moran Wealth Management first reported a position in Dominion Energy in Q1 2026 and held it in 1 quarter.
  • Moran Wealth Management's Dominion Energy position peaked at $255K in Q1 2026.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.