Morningstar Investment Management’s Dominion Energy D Stock Holding History

Morningstar Investment 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	$278K	Hold	4,492	–	–	0.02%	303
2026 Q1	$278K	Hold	4,492	–	–	0.02%	301
2025 Q4	$263K	Sell	4,492 -111,755	-96%	-$6.73M	0.02%	313
2025 Q3	$7.11M	Buy	116,247 +112,284	+2,833%	+$6.68M	0.26%	96
2025 Q2	$224K	Buy	+3,963	New	+$217K	0.02%	196
2025 Q1	–	Sell	-4,855	Closed	-$261K	–	109
2024 Q4	$261K	Buy	4,855 +39	+0.8%	+$2.23K	0.02%	177
2024 Q3	$274K	Sell	4,816 -1,235	-20%	-$67.5K	0.03%	171
2024 Q2	$296K	Sell	6,051 -999	-14%	-$50.9K	0.03%	155
2024 Q1	$347K	Hold	7,050	–	–	0.04%	147
2023 Q4	$331K	Hold	7,050	–	–	0.04%	149
2023 Q3	$315K	Buy	7,050 +1,076	+18%	+$53.4K	0.04%	123
2023 Q2	$309K	Hold	5,974	–	–	0.04%	127
2023 Q1	$334K	Buy	5,974 +646	+12%	+$37.8K	0.05%	68
2022 Q4	$327K	Buy	+5,328	New	+$335K	0.06%	69

Other funds holding D

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Morningstar Investment Management's D Position: Q2 2026 in Review

Morningstar Investment Management held its Dominion Energy (D) position steady in Q2 2026 at 4,492 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #303.

Morningstar Investment Management first reported a position in D in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.11M in Q3 2025. 570 funds tracked by Wall St. Rank hold D as of Q2 2026.

Morningstar Investment Management held 4,492 shares of Dominion Energy worth $278K as of Q2 2026.
Morningstar Investment Management left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.02% of Morningstar Investment Management's portfolio in Q2 2026, its #303 holding.
Morningstar Investment Management first reported a position in Dominion Energy in Q4 2022 and has held it in 14 quarters since.
Morningstar Investment Management's Dominion Energy position peaked at $7.11M in Q3 2025.
570 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.