Welch & Forbes’s Dominion Energy D Stock Holding History

Welch & Forbes’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	$264K	Hold	3,870	–	–	﹤0.01%	352
2026 Q1	$239K	Hold	3,870	–	–	﹤0.01%	347
2025 Q4	$227K	Hold	3,870	–	–	﹤0.01%	357
2025 Q3	$237K	Hold	3,870	–	–	﹤0.01%	358
2025 Q2	$219K	Hold	3,870	–	–	﹤0.01%	367
2025 Q1	$217K	Sell	3,870 -100	-3%	-$5.5K	﹤0.01%	352
2024 Q4	$214K	Hold	3,970	–	–	﹤0.01%	369
2024 Q3	$229K	Buy	+3,970	New	+$217K	﹤0.01%	364
2024 Q2	–	Sell	-4,223	Closed	-$208K	–	371
2024 Q1	$208K	Sell	4,223 -50	-1%	-$2.34K	﹤0.01%	370
2023 Q4	$201K	Sell	4,273 -1,438	-25%	-$64.2K	﹤0.01%	361
2023 Q3	$255K	Sell	5,711 -416	-7%	-$20.7K	﹤0.01%	342
2023 Q2	$317K	Sell	6,127 -867	-12%	-$47.1K	0.01%	328
2023 Q1	$391K	Sell	6,994 -355	-5%	-$20.8K	0.01%	305
2022 Q4	$451K	Sell	7,349 -574	-7%	-$36K	0.01%	295
2022 Q3	$547K	Buy	7,923 +406	+5%	+$32.8K	0.01%	266
2022 Q2	$599K	Buy	7,517 +144	+2%	+$11.9K	0.01%	266
2022 Q1	$626K	Buy	7,373 +2,200	+43%	+$177K	0.01%	271
2021 Q4	$407K	Buy	5,173 +48	+0.9%	+$3.61K	0.01%	305
2021 Q3	$374K	Sell	5,125 -433	-8%	-$33K	0.01%	315
2021 Q2	$409K	Buy	5,558 +328	+6%	+$25.3K	0.01%	310
2021 Q1	$397K	Buy	5,230 +146	+3%	+$10.6K	0.01%	307
2020 Q4	$382K	Hold	5,084	–	–	0.01%	307
2020 Q3	$401K	Hold	5,084	–	–	0.01%	265
2020 Q2	$413K	Hold	5,084	–	–	0.01%	259
2020 Q1	$367K	Hold	5,084	–	–	0.01%	256
2019 Q4	$421K	Hold	5,084	–	–	0.01%	272
2019 Q3	$412K	Sell	5,084 -200	-4%	-$15.5K	0.01%	275
2019 Q2	$409K	Buy	5,284 +1,500	+40%	+$114K	0.01%	276
2019 Q1	$290K	Buy	3,784 +253	+7%	+$18.5K	0.01%	305
2018 Q4	$252K	Hold	3,531	–	–	0.01%	307
2018 Q3	$248K	Sell	3,531 -1,650	-32%	-$117K	0.01%	328
2018 Q2	$353K	Buy	5,181 +796	+18%	+$51.8K	0.01%	287
2018 Q1	$296K	Sell	4,385 -531	-11%	-$39.2K	0.01%	309
2017 Q4	$398K	Hold	4,916	–	–	0.01%	264
2017 Q3	$378K	Sell	4,916 -172	-3%	-$13.4K	0.01%	267
2017 Q2	$390K	Buy	5,088 +148	+3%	+$11.6K	0.01%	270
2017 Q1	$383K	Sell	4,940 -627	-11%	-$47.4K	0.01%	268
2016 Q4	$426K	Buy	5,567 +85	+2%	+$6.26K	0.01%	259
2016 Q3	$407K	Hold	5,482	–	–	0.01%	227
2016 Q2	$427K	Sell	5,482 -358	-6%	-$26K	0.01%	256
2016 Q1	$439K	Hold	5,840	–	–	0.01%	254
2015 Q4	$395K	Hold	5,840	–	–	0.01%	254
2015 Q3	$411K	Sell	5,840 -1,003	-15%	-$70.5K	0.01%	261
2015 Q2	$458K	Hold	6,843	–	–	0.01%	257
2015 Q1	$485K	Hold	6,843	–	–	0.01%	254
2014 Q4	$526K	Sell	6,843 -700	-9%	-$50.7K	0.02%	254
2014 Q3	$521K	Sell	7,543 -1,450	-16%	-$100K	0.02%	261
2014 Q2	$643K	Buy	8,993 +666	+8%	+$46.7K	0.02%	230
2014 Q1	$591K	Sell	8,327 -57	-0.7%	-$3.89K	0.02%	245
2013 Q4	$542K	Sell	8,384 -100	-1%	-$6.44K	0.02%	242
2013 Q3	$530K	Sell	8,484 -300	-3%	-$17.8K	0.02%	250
2013 Q2	$499K	Buy	+8,784	New	+$515K	0.02%	236

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

Welch & Forbes's D Position: Q2 2026 in Review

Welch & Forbes held its Dominion Energy (D) position steady in Q2 2026 at 3,870 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Welch & Forbes first reported a position in D in Q2 2013 and has held it in 52 quarters since. The position peaked at $643K in Q2 2014. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Welch & Forbes held 3,870 shares of Dominion Energy worth $264K as of Q2 2026.
Welch & Forbes left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #352 holding.
Welch & Forbes first reported a position in Dominion Energy in Q2 2013 and has held it in 52 quarters since.
Welch & Forbes's Dominion Energy position peaked at $643K in Q2 2014.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.