MAM
D icon

Morse Asset Management’s Dominion Energy D Stock Holding History

Morse Asset 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 		$18.1K Hold
265
– – ﹤0.01% 284
2026
Q1 		$16.4K Buy
265
+4
+2% +$247 ﹤0.01% 272
2025
Q4 		$15.3K Buy
261
+1
+0.4% +$60 ﹤0.01% 266
2025
Q3 		$15.9K Buy
260
+60
+30% +$3.57K ﹤0.01% 243
2025
Q2 		$11.3K Sell
200
-99
-33% -$5.42K ﹤0.01% 256
2025
Q1 		$16.8K Sell
299
-255
-46% -$14K ﹤0.01% 223
2024
Q4 		$29.8K Sell
554
-12,150
-96% -$693K 0.01% 224
2024
Q3 		$734K Buy
+12,704
New +$694K 0.16% 114
2019
Q1 		– Sell
-3,120
Closed -$223K – 129
2018
Q4 		$223K Buy
+3,120
New +$228K 0.08% 109

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 $3.37T AUM 44.26% 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

Morse Asset Management's D Position: Q2 2026 in Review

Morse Asset Management held its Dominion Energy (D) position steady in Q2 2026 at 265 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Morse Asset Management first reported a position in D in Q4 2018 and has held it in 9 quarters since. The position peaked at $734K in Q3 2024. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Morse Asset Management held 265 shares of Dominion Energy worth $18.1K as of Q2 2026.
  • Morse Asset Management left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up ﹤0.01% of Morse Asset Management's portfolio in Q2 2026, its #284 holding.
  • Morse Asset Management first reported a position in Dominion Energy in Q4 2018 and has held it in 9 quarters since.
  • Morse Asset Management's Dominion Energy position peaked at $734K in Q3 2024.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.