Morris Financial Concepts’s Dominion Energy D Stock Holding History

Morris Financial Concepts’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	$216K	Sell	3,163 -264	-8%	-$17.2K	0.07%	134
2026 Q1	$212K	Sell	3,427 -44	-1%	-$2.72K	0.07%	136
2025 Q4	$203K	Sell	3,471 -113	-3%	-$6.81K	0.07%	132
2025 Q3	$219K	Buy	+3,584	New	+$213K	0.08%	127
2023 Q2	–	Sell	-3,691	Closed	-$206K	–	155
2023 Q1	$206K	Buy	3,691 +424	+13%	+$24.8K	0.15%	80
2022 Q4	$200K	Sell	3,267 -907	-22%	-$57K	0.16%	78
2022 Q3	$288K	Buy	4,174 +965	+30%	+$77.9K	0.3%	50
2022 Q2	$256K	Sell	3,209 -36	-1%	-$2.97K	0.24%	56
2022 Q1	$276K	Sell	3,245 -76	-2%	-$6.1K	0.23%	57
2021 Q4	$261K	Buy	+3,321	New	+$250K	0.22%	53

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Morris Financial Concepts's D Position: Q2 2026 in Review

Morris Financial Concepts reduced its Dominion Energy (D) stake by 7.7% in Q2 2026, selling an estimated $17.2K and leaving 3,163 shares worth $216K. The position accounts for 0.07% of the portfolio, ranked #134.

Morris Financial Concepts first reported a position in D in Q4 2021 and has held it in 10 quarters since. The position peaked at $288K in Q3 2022. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Morris Financial Concepts held 3,163 shares of Dominion Energy worth $216K as of Q2 2026.
Morris Financial Concepts sold 264 Dominion Energy shares in Q2 2026, an estimated $17.2K.
Dominion Energy made up 0.07% of Morris Financial Concepts's portfolio in Q2 2026, its #134 holding.
Morris Financial Concepts first reported a position in Dominion Energy in Q4 2021 and has held it in 10 quarters since.
Morris Financial Concepts's Dominion Energy position peaked at $288K in Q3 2022.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.