Univest Financial’s Dominion Energy D Stock Holding History

Univest Financial’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	$215K	Buy	+3,154	New	+$205K	0.01%	265
2021 Q1	–	Sell	-4,010	Closed	-$302K	–	105
2020 Q4	$302K	Sell	4,010 -900	-18%	-$71.5K	0.09%	91
2020 Q3	$388K	Buy	4,910 +296	+6%	+$23.3K	0.12%	72
2020 Q2	$375K	Sell	4,614 -456	-9%	-$36.6K	0.12%	75
2020 Q1	$366K	Buy	+5,070	New	+$414K	0.15%	80
2019 Q4	–	Sell	-5,111	Closed	-$414K	–	105
2019 Q3	$414K	Buy	5,111 +381	+8%	+$29.5K	0.13%	79
2019 Q2	$366K	Sell	4,730 -347	-7%	-$26.4K	0.12%	89
2019 Q1	$389K	Buy	5,077 +46	+0.9%	+$3.36K	0.13%	88
2018 Q4	$360K	Buy	5,031 +546	+12%	+$39.9K	0.13%	90
2018 Q3	$315K	Sell	4,485 -239	-5%	-$16.9K	0.1%	92
2018 Q2	$322K	Buy	4,724 +463	+11%	+$30.2K	0.13%	85
2018 Q1	$287K	Sell	4,261 -86	-2%	-$6.35K	0.12%	81
2017 Q4	$352K	Buy	+4,347	New	+$352K	0.14%	76

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

Univest Financial's D Position: Q2 2026 in Review

Univest Financial opened a new position in Dominion Energy (D) in Q2 2026: 3,154 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #265 among its holdings. This is a return to the name: Univest Financial previously reported a position in D as recently as Q4 2020.

Univest Financial first reported a position in D in Q4 2017 and has held it in 13 quarters since. The position peaked at $414K in Q3 2019. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

Univest Financial held 3,154 shares of Dominion Energy worth $215K as of Q2 2026.
Dominion Energy was a new Univest Financial position in Q2 2026.
Dominion Energy made up 0.01% of Univest Financial's portfolio in Q2 2026, its #265 holding.
Univest Financial first reported a position in Dominion Energy in Q4 2017 and has held it in 13 quarters since.
Univest Financial's Dominion Energy position peaked at $414K in Q3 2019.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.