Sittner & Nelson’s Dominion Energy D Stock Holding History

Sittner & Nelson’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	$144K	Buy	2,107 +9	+0.4%	+$585	0.05%	209
2026 Q1	$130K	Hold	2,098	–	–	0.05%	208
2025 Q4	$131K	Hold	2,098	–	–	0.05%	197
2025 Q3	$128K	Sell	2,098 -100	-5%	-$5.95K	0.05%	179
2025 Q2	$124K	Hold	2,198	–	–	0.05%	178
2025 Q1	$123K	Sell	2,198 -350	-14%	-$19.3K	0.05%	170
2024 Q4	$137K	Hold	2,548	–	–	0.06%	149
2024 Q3	$147K	Hold	2,548	–	–	0.07%	149
2024 Q2	$125K	Hold	2,548	–	–	0.06%	145
2024 Q1	$125K	Hold	2,548	–	–	0.06%	146
2023 Q4	$120K	Hold	2,548	–	–	0.06%	143
2023 Q3	$114K	Hold	2,548	–	–	0.07%	143
2023 Q2	$132K	Hold	2,548	–	–	0.07%	135
2023 Q1	$142K	Hold	2,548	–	–	0.08%	140
2022 Q4	$156K	Hold	2,548	–	–	0.1%	132
2022 Q3	$176K	Hold	2,548	–	–	0.12%	113
2022 Q2	$203K	Hold	2,548	–	–	0.13%	102
2022 Q1	$217K	Hold	2,548	–	–	0.13%	98
2021 Q4	$200K	Sell	2,548 -37	-1%	-$2.78K	0.12%	100
2021 Q3	$189K	Hold	2,585	–	–	0.12%	97
2021 Q2	$190K	Buy	2,585 +2,184	+545%	+$169K	0.13%	91
2021 Q1	$30K	Hold	401	–	–	0.02%	208
2020 Q4	$30K	Buy	+401	New	+$31.9K	0.03%	195

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

Sittner & Nelson's D Position: Q2 2026 in Review

Sittner & Nelson increased its Dominion Energy (D) stake by 0.43% in Q2 2026, buying an estimated $585 and bringing the position to 2,107 shares worth $144K. The position accounts for 0.05% of the portfolio, ranked #209.

Sittner & Nelson first reported a position in D in Q4 2020 and has held it in 23 quarters since. The position peaked at $217K in Q1 2022. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

Sittner & Nelson held 2,107 shares of Dominion Energy worth $144K as of Q2 2026.
Sittner & Nelson bought 9 Dominion Energy shares in Q2 2026, an estimated $585.
Dominion Energy made up 0.05% of Sittner & Nelson's portfolio in Q2 2026, its #209 holding.
Sittner & Nelson first reported a position in Dominion Energy in Q4 2020 and has held it in 23 quarters since.
Sittner & Nelson's Dominion Energy position peaked at $217K in Q1 2022.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.