USA Financial Formulas’s Dominion Energy D Stock Holding History

USA Financial Formulas’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	–	Sell	-1,140	Closed	-$70.5K	–	444
2026 Q1	$70.5K	Sell	1,140 -3,570	-76%	-$221K	0.01%	199
2025 Q4	$276K	Buy	4,710 +3,106	+194%	+$187K	0.05%	105
2025 Q3	$98.1K	Sell	1,604 -4	-0.2%	-$238	0.02%	201
2025 Q2	$90.9K	Buy	+1,608	New	+$88.1K	0.02%	174
2023 Q3	–	Sell	-5	Closed	-$259	–	507
2023 Q2	$259	Hold	5	–	–	﹤0.01%	475
2023 Q1	$280	Buy	+5	New	+$293	﹤0.01%	409
2022 Q3	$12K	Buy	180 +175	+3,500%	+$14.1K	0.02%	110
2022 Q2	$0	Hold	5	–	–	﹤0.01%	357
2022 Q1	$0	Hold	5	–	–	﹤0.01%	379
2021 Q4	$0	Sell	5 -108	-96%	-$8.13K	﹤0.01%	398
2021 Q3	$8K	Buy	113 +108	+2,160%	+$8.23K	0.01%	258
2021 Q2	$0	Hold	5	–	–	﹤0.01%	388
2021 Q1	$0	Sell	5 -48	-91%	-$3.49K	﹤0.01%	355
2020 Q4	$4K	Buy	53 +2	+4%	+$159	﹤0.01%	204
2020 Q3	$4K	Hold	51	–	–	﹤0.01%	178
2020 Q2	$4K	Buy	51 +46	+920%	+$3.69K	﹤0.01%	98
2020 Q1	$0	Hold	5	–	–	﹤0.01%	232
2019 Q4	$0	Hold	5	–	–	﹤0.01%	243
2019 Q3	$0	Buy	+5	New	+$387	﹤0.01%	219

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

USA Financial Formulas's D Position: Q2 2026 in Review

USA Financial Formulas sold out of Dominion Energy (D) in Q2 2026, closing a stake of 1,140 shares — an estimated $70.5K sold.

USA Financial Formulas first reported a position in D in Q3 2019 and held it in 19 quarters. The position peaked at $276K in Q4 2025. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

USA Financial Formulas reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
USA Financial Formulas sold 1,140 Dominion Energy shares in Q2 2026, an estimated $70.5K.
USA Financial Formulas first reported a position in Dominion Energy in Q3 2019 and held it in 19 quarters.
USA Financial Formulas's Dominion Energy position peaked at $276K in Q4 2025.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.