MTM Investment Management’s Dominion Energy D Stock Holding History

MTM Investment Management’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	$242K	Hold	3,540	–	–	0.07%	194
2026 Q1	$219K	Hold	3,540	–	–	0.07%	189
2025 Q4	$207K	Hold	3,540	–	–	0.07%	198
2025 Q3	$217K	Hold	3,540	–	–	0.07%	199
2025 Q2	$200K	Buy	+3,540	New	+$194K	0.07%	197
2024 Q4	–	Sell	-4,200	Closed	-$245K	–	269
2024 Q3	$245K	Hold	4,200	–	–	0.1%	174
2024 Q2	$206K	Hold	4,200	–	–	0.08%	183
2024 Q1	$207K	Buy	+4,200	New	+$196K	0.09%	187
2022 Q4	–	Sell	-3,140	Closed	-$217K	–	268
2022 Q3	$217K	Hold	3,140	–	–	0.12%	158
2022 Q2	$255K	Hold	3,140	–	–	0.14%	146
2022 Q1	$267K	Hold	3,140	–	–	0.13%	148
2021 Q4	$247K	Hold	3,140	–	–	0.12%	159
2021 Q3	$229K	Hold	3,140	–	–	0.12%	149
2021 Q2	$231K	Hold	3,140	–	–	0.12%	149
2021 Q1	$239K	Buy	3,140 +467	+17%	+$33.9K	0.13%	138
2020 Q4	$201K	Buy	+2,673	New	+$212K	0.12%	140

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

MTM Investment Management's D Position: Q2 2026 in Review

MTM Investment Management held its Dominion Energy (D) position steady in Q2 2026 at 3,540 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #194.

MTM Investment Management first reported a position in D in Q4 2020 and has held it in 16 quarters since. The position peaked at $267K in Q1 2022. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

MTM Investment Management held 3,540 shares of Dominion Energy worth $242K as of Q2 2026.
MTM Investment Management left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.07% of MTM Investment Management's portfolio in Q2 2026, its #194 holding.
MTM Investment Management first reported a position in Dominion Energy in Q4 2020 and has held it in 16 quarters since.
MTM Investment Management's Dominion Energy position peaked at $267K in Q1 2022.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.