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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
Q2 		$249K Sell
3,640
-925
-20% -$60.1K 0.05% 116
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

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

Morton Community Bank's D Position: Q2 2026 in Review

Morton Community Bank reduced its Dominion Energy (D) stake by 20% in Q2 2026, selling an estimated $60.1K and leaving 3,640 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #116.

Morton Community Bank first reported a position in D in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.11M in Q3 2025. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Morton Community Bank held 3,640 shares of Dominion Energy worth $249K as of Q2 2026.
  • Morton Community Bank sold 925 Dominion Energy shares in Q2 2026, an estimated $60.1K.
  • Dominion Energy made up 0.05% of Morton Community Bank's portfolio in Q2 2026, its #116 holding.
  • Morton Community Bank first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
  • Morton Community Bank's Dominion Energy position peaked at $3.11M in Q3 2025.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.