MCA
D icon

MSH Capital Advisors’s Dominion Energy D Stock Holding History

MSH Capital Advisors’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 		$286K Sell
4,193
-36
-0.9% -$2.34K 0.05% 266
2026
Q1 		$261K Buy
4,229
+136
+3% +$8.4K 0.06% 237
2025
Q4 		$240K Buy
4,093
+238
+6% +$14.3K 0.05% 245
2025
Q3 		$236K Sell
3,855
-375
-9% -$22.3K 0.06% 226
2025
Q2 		$239K Buy
4,230
+5
+0.1% +$274 0.07% 218
2025
Q1 		$237K Buy
+4,225
New +$232K 0.07% 210
2023
Q3 		– Sell
-3,876
Closed -$201K – 216
2023
Q2 		$201K Buy
3,876
+7
+0.2% +$381 0.07% 208
2023
Q1 		$216K Buy
3,869
+7
+0.2% +$410 0.09% 182
2022
Q4 		$237K Sell
3,862
-269
-7% -$16.9K 0.11% 178
2022
Q3 		$286K Sell
4,131
-106
-3% -$8.56K 0.14% 148
2022
Q2 		$338K Buy
4,237
+202
+5% +$16.7K 0.16% 136
2022
Q1 		$343K Sell
4,035
-13,183
-77% -$1.06M 0.14% 145
2021
Q4 		$1.35M Buy
+17,218
New +$1.3M 0.61% 53

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

MSH Capital Advisors's D Position: Q2 2026 in Review

MSH Capital Advisors reduced its Dominion Energy (D) stake by 0.85% in Q2 2026, selling an estimated $2.34K and leaving 4,193 shares worth $286K. The position accounts for 0.05% of the portfolio, ranked #266.

MSH Capital Advisors first reported a position in D in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.35M in Q4 2021. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • MSH Capital Advisors held 4,193 shares of Dominion Energy worth $286K as of Q2 2026.
  • MSH Capital Advisors sold 36 Dominion Energy shares in Q2 2026, an estimated $2.34K.
  • Dominion Energy made up 0.05% of MSH Capital Advisors's portfolio in Q2 2026, its #266 holding.
  • MSH Capital Advisors first reported a position in Dominion Energy in Q4 2021 and has held it in 13 quarters since.
  • MSH Capital Advisors's Dominion Energy position peaked at $1.35M in Q4 2021.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.