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S.A. Mason’s Dominion Energy D Stock Holding History

S.A. Mason’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 		$554K Hold
8,115
– – 0.17% 124
2026
Q1 		$502K Buy
8,115
+2,165
+36% +$134K 0.19% 117
2025
Q4 		$349K Buy
5,950
+3,000
+102% +$181K 0.14% 146
2025
Q3 		$180K Buy
2,950
+200
+7% +$11.9K 0.08% 192
2025
Q2 		$155K Buy
2,750
+252
+10% +$13.8K 0.08% 192
2025
Q1 		$140K Hold
2,498
– – 0.07% 204
2024
Q4 		$135K Hold
2,498
– – 0.07% 203
2024
Q3 		$144K Hold
2,498
– – 0.08% 194
2024
Q2 		$122K Hold
2,498
– – 0.07% 199
2024
Q1 		$123K Buy
2,498
+100
+4% +$4.67K 0.07% 194
2023
Q4 		$113K Hold
2,398
– – 0.08% 194
2023
Q3 		$107K Sell
2,398
-8
-0.3% -$397 0.08% 194
2023
Q2 		$135K Hold
2,406
– – 0.1% 171
2023
Q1 		$135K Buy
2,406
+5
+0.2% +$293 0.1% 171
2022
Q4 		$147K Buy
2,401
+10
+0.4% +$628 0.11% 167
2022
Q3 		$165K Hold
2,391
– – 0.13% 163
2022
Q2 		$191K Buy
2,391
+43
+2% +$3.55K 0.14% 154
2022
Q1 		$200K Hold
2,348
– – 0.12% 161
2021
Q4 		$184K Hold
2,348
– – 0.11% 169
2021
Q3 		$171K Hold
2,348
– – 0.11% 164
2021
Q2 		$173K Hold
2,348
– – 0.12% 165
2021
Q1 		$178K Buy
2,348
+48
+2% +$3.49K 0.13% 160
2020
Q4 		$173K Hold
2,300
– – 0.14% 155
2020
Q3 		$182K Hold
2,300
– – 0.17% 136
2020
Q2 		$187K Hold
2,300
– – 0.2% 127
2020
Q1 		$166K Hold
2,300
– – 0.2% 120
2019
Q4 		$190K Buy
+2,300
New +$188K 0.18% 126

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

S.A. Mason's D Position: Q2 2026 in Review

S.A. Mason held its Dominion Energy (D) position steady in Q2 2026 at 8,115 shares worth $554K. The position accounts for 0.17% of the portfolio, ranked #124.

S.A. Mason first reported a position in D in Q4 2019 and has held it in 27 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • S.A. Mason held 8,115 shares of Dominion Energy worth $554K as of Q2 2026.
  • S.A. Mason left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.17% of S.A. Mason's portfolio in Q2 2026, its #124 holding.
  • S.A. Mason first reported a position in Dominion Energy in Q4 2019 and has held it in 27 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.