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Norris Financial Group’s Dominion Energy D Stock Holding History

Norris Financial Group’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 		$309K Hold
4,530
– – 0.12% 58
2026
Q1 		$280K Buy
4,530
+850
+23% +$52.5K 0.09% 82
2025
Q4 		$216K Hold
3,680
– – 0.07% 91
2025
Q3 		$225K Buy
+3,680
New +$219K 0.08% 94

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

Norris Financial Group's D Position: Q2 2026 in Review

Norris Financial Group held its Dominion Energy (D) position steady in Q2 2026 at 4,530 shares worth $309K. The position accounts for 0.12% of the portfolio, ranked #58.

Norris Financial Group first reported a position in D in Q3 2025 and has held it in 4 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Norris Financial Group held 4,530 shares of Dominion Energy worth $309K as of Q2 2026.
  • Norris Financial Group left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.12% of Norris Financial Group's portfolio in Q2 2026, its #58 holding.
  • Norris Financial Group first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.