Union Savings Bank’s Dominion Energy D Stock Holding History

Union Savings Bank’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	$115K	Hold	1,679	–	–	0.05%	166
2026 Q1	$104K	Sell	1,679 -266	-14%	-$16.4K	0.05%	168
2025 Q4	$114K	Buy	+1,945	New	+$117K	0.05%	169
2025 Q2	$114K	Hold	1,945	–	–	0.05%	166
2025 Q1	$109K	Hold	1,945	–	–	0.05%	168
2024 Q4	$105K	Hold	1,945	–	–	0.05%	167
2024 Q3	$112K	Buy	1,945 +175	+10%	+$9.56K	0.06%	172
2024 Q2	$86.7K	Hold	1,770	–	–	0.05%	188
2024 Q1	$87K	Sell	1,770 -300	-14%	-$14K	0.05%	187
2023 Q4	$97.3K	Hold	2,070	–	–	0.06%	175
2023 Q3	$92.4K	Hold	2,070	–	–	0.06%	173
2023 Q2	$111K	Buy	+2,070	New	+$113K	0.07%	164

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

Union Savings Bank's D Position: Q2 2026 in Review

Union Savings Bank held its Dominion Energy (D) position steady in Q2 2026 at 1,679 shares worth $115K. The position accounts for 0.05% of the portfolio, ranked #166.

Union Savings Bank first reported a position in D in Q2 2023 and has held it in 12 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Union Savings Bank held 1,679 shares of Dominion Energy worth $115K as of Q2 2026.
Union Savings Bank left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.05% of Union Savings Bank's portfolio in Q2 2026, its #166 holding.
Union Savings Bank first reported a position in Dominion Energy in Q2 2023 and has held it in 12 quarters since.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.