Morton Community Bank’s Dominion Energy D Stock Holding History

Morton Community Bank’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 Q1	$282K	Sell	4,565 -9,940	-69%	-$614K	0.06%	110
2025 Q4	$873K	Sell	14,505 -38,562	-73%	-$2.32M	0.19%	97
2025 Q3	$3.11M	Buy	53,067 +2,120	+4%	+$126K	0.72%	75
2025 Q2	$2.88M	Buy	50,947 +2,575	+5%	+$141K	0.72%	80
2025 Q1	$2.71M	Buy	48,372 +427	+0.9%	+$23.5K	0.71%	82
2024 Q4	$2.58M	Buy	47,945 +1,340	+3%	+$76.4K	0.68%	84
2024 Q3	$2.69M	Buy	46,605 +2,427	+5%	+$133K	0.7%	85
2024 Q2	$2.16M	Buy	44,178 +2,175	+5%	+$111K	0.61%	87
2024 Q1	$2.07M	Buy	42,003 +2,560	+6%	+$120K	0.59%	88
2023 Q4	$1.85M	Buy	+39,443	New	+$1.76M	0.61%	87

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morton Community Bank's D Position: Q1 2026 in Review

Morton Community Bank reduced its Dominion Energy (D) stake by 69% in Q1 2026, selling an estimated $614K and leaving 4,565 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #110.

Morton Community Bank first reported a position in D in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.11M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Morton Community Bank held 4,565 shares of Dominion Energy worth $282K as of Q1 2026.
Morton Community Bank sold 9,940 Dominion Energy shares in Q1 2026, an estimated $614K.
Dominion Energy made up 0.06% of Morton Community Bank's portfolio in Q1 2026, its #110 holding.
Morton Community Bank first reported a position in Dominion Energy in Q4 2023 and has held it in 10 quarters since.
Morton Community Bank's Dominion Energy position peaked at $3.11M in Q3 2025.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.