Morton Brown Family Wealth’s Dominion Energy D Stock Holding History

Morton Brown Family Wealth’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	$410	Sell	6 -33	-85%	-$2.15K	﹤0.01%	395
2026 Q1	$2.41K	Hold	39	–	–	﹤0.01%	247
2025 Q4	$2.29K	Hold	39	–	–	﹤0.01%	251
2025 Q3	$2.39K	Hold	39	–	–	﹤0.01%	238
2025 Q2	$2.2K	Hold	39	–	–	﹤0.01%	276
2025 Q1	$2.19K	Hold	39	–	–	﹤0.01%	276
2024 Q4	$2.1K	Sell	39 -233	-86%	-$13.3K	﹤0.01%	228
2024 Q3	$15.7K	Buy	272 +200	+278%	+$10.9K	0.01%	145
2024 Q2	$3.71K	Sell	72 -77	-52%	-$3.92K	﹤0.01%	182
2024 Q1	$7.33K	Buy	149 +77	+107%	+$3.6K	﹤0.01%	166
2023 Q4	$3.38K	Hold	72	–	–	﹤0.01%	221
2023 Q3	$3.22K	Hold	72	–	–	﹤0.01%	155
2023 Q2	$3.73K	Hold	72	–	–	﹤0.01%	146
2023 Q1	$4.03K	Hold	72	–	–	﹤0.01%	162
2022 Q4	$4.42K	Sell	72 -87	-55%	-$5.46K	﹤0.01%	136
2022 Q3	$11K	Buy	159 +78	+96%	+$6.3K	0.01%	104
2022 Q2	$6K	Buy	81 +9	+13%	+$743	﹤0.01%	134
2022 Q1	$6K	Buy	+72	New	+$5.78K	﹤0.01%	118

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

Morton Brown Family Wealth's D Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its Dominion Energy (D) stake by 85% in Q2 2026, selling an estimated $2.15K and leaving 6 shares worth $410. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Morton Brown Family Wealth first reported a position in D in Q1 2022 and has held it in 18 quarters since. The position peaked at $15.7K in Q3 2024. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Morton Brown Family Wealth held 6 shares of Dominion Energy worth $410 as of Q2 2026.
Morton Brown Family Wealth sold 33 Dominion Energy shares in Q2 2026, an estimated $2.15K.
Dominion Energy made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #395 holding.
Morton Brown Family Wealth first reported a position in Dominion Energy in Q1 2022 and has held it in 18 quarters since.
Morton Brown Family Wealth's Dominion Energy position peaked at $15.7K in Q3 2024.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.