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 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

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

MSH Capital Advisors's D Position: Q1 2026 in Review

MSH Capital Advisors increased its Dominion Energy (D) stake by 3.3% in Q1 2026, buying an estimated $8.4K and bringing the position to 4,229 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #237.

MSH Capital Advisors first reported a position in D in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.35M in Q4 2021. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

MSH Capital Advisors held 4,229 shares of Dominion Energy worth $261K as of Q1 2026.
MSH Capital Advisors bought 136 Dominion Energy shares in Q1 2026, an estimated $8.4K.
Dominion Energy made up 0.06% of MSH Capital Advisors's portfolio in Q1 2026, its #237 holding.
MSH Capital Advisors first reported a position in Dominion Energy in Q4 2021 and has held it in 12 quarters since.
MSH Capital Advisors's Dominion Energy position peaked at $1.35M in Q4 2021.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.