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Welch Group’s Dominion Energy D Stock Holding History

Welch Group’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 		$677K Buy
9,909
+419
+4% +$27.2K 0.02% 161
2026
Q1 		$587K Buy
9,490
+1,568
+20% +$96.9K 0.02% 162
2025
Q4 		$464K Buy
7,922
+272
+4% +$16.4K 0.02% 182
2025
Q3 		$468K Buy
7,650
+53
+0.7% +$3.15K 0.02% 175
2025
Q2 		$429K Buy
7,597
+236
+3% +$12.9K 0.02% 171
2025
Q1 		$405K Sell
7,361
-305
-4% -$16.8K 0.02% 166
2024
Q4 		$413K Sell
7,666
-233
-3% -$13.3K 0.02% 167
2024
Q3 		$456K Sell
7,899
-879
-10% -$48K 0.02% 158
2024
Q2 		$430K Hold
8,778
– – 0.02% 156
2024
Q1 		$432K Sell
8,778
-136
-2% -$6.35K 0.02% 137
2023
Q4 		$419K Buy
8,914
+133
+2% +$5.94K 0.02% 137
2023
Q3 		$392K Sell
8,781
-1,600
-15% -$79.4K 0.02% 128
2023
Q2 		$538K Sell
10,381
-949
-8% -$51.6K 0.03% 102
2023
Q1 		$633K Buy
11,330
+419
+4% +$24.5K 0.04% 94
2022
Q4 		$669K Sell
10,911
-551
-5% -$34.6K 0.04% 98
2022
Q3 		$792K Sell
11,462
-327
-3% -$26.4K 0.05% 80
2022
Q2 		$941K Sell
11,789
-11
-0.1% -$908 0.06% 79
2022
Q1 		$1M Sell
11,800
-15
-0.1% -$1.21K 0.06% 82
2021
Q4 		$928K Hold
11,815
– – 0.05% 90
2021
Q3 		$863K Buy
11,815
+4,122
+54% +$314K 0.06% 86
2021
Q2 		$566K Sell
7,693
-84
-1% -$6.48K 0.04% 100
2021
Q1 		$591K Buy
7,777
+203
+3% +$14.7K 0.04% 97
2020
Q4 		$570K Sell
7,574
-129
-2% -$10.2K 0.05% 90
2020
Q3 		$608K Buy
7,703
+300
+4% +$23.6K 0.05% 82
2020
Q2 		$601K Buy
7,403
+1,460
+25% +$117K 0.06% 75
2020
Q1 		$429K Hold
5,943
– – 0.05% 83
2019
Q4 		$492K Hold
5,943
– – 0.05% 78
2019
Q3 		$482K Hold
5,943
– – 0.05% 78
2019
Q2 		$460K Hold
5,943
– – 0.05% 75
2019
Q1 		$456K Buy
5,943
+696
+13% +$50.8K 0.05% 75
2018
Q4 		$375K Hold
5,247
– – 0.05% 77
2018
Q3 		$369 Hold
5,247
– – 0.04% 87
2018
Q2 		$358K Sell
5,247
-60
-1% -$3.91K 0.04% 82
2018
Q1 		$358K Buy
5,307
+60
+1% +$4.43K 0.05% 83
2017
Q4 		$425K Buy
5,247
+62
+1% +$5.02K 0.07% 72
2017
Q3 		$399K Sell
5,185
-4,283
-45% -$333K 0.07% 65
2017
Q2 		$726K Buy
9,468
+4,283
+83% +$337K 0.12% 55
2017
Q1 		$402K Hold
5,185
– – 0.08% 61
2016
Q4 		$397K Buy
5,185
+82
+2% +$6.04K 0.08% 66
2016
Q3 		$379K Sell
5,103
-362
-7% -$27.6K 0.08% 70
2016
Q2 		$426K Buy
5,465
+70
+1% +$5.08K 0.09% 57
2016
Q1 		$405K Hold
5,395
– – 0.07% 71
2015
Q4 		$365K Hold
5,395
– – 0.07% 72
2015
Q3 		$380K Sell
5,395
-150
-3% -$10.5K 0.07% 67
2015
Q2 		$371K Buy
5,545
+150
+3% +$10.6K 0.07% 71
2015
Q1 		$382 Sell
5,395
-175
-3% -$13K 0.07% 70
2014
Q4 		$428K Hold
5,570
– – 0.08% 68
2014
Q3 		$385K Hold
5,570
– – 0.08% 69
2014
Q2 		$398K Buy
5,570
+325
+6% +$22.8K 0.08% 70
2014
Q1 		$372K Hold
5,245
– – 0.08% 67
2013
Q4 		$339K Hold
5,245
– – 0.08% 70
2013
Q3 		$328K Hold
5,245
– – 0.08% 69
2013
Q2 		$298K Buy
+5,245
New +$307K 0.08% 70

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Welch Group's D Position: Q2 2026 in Review

Welch Group increased its Dominion Energy (D) stake by 4.4% in Q2 2026, buying an estimated $27.2K and bringing the position to 9,909 shares worth $677K. The position accounts for 0.02% of the portfolio, ranked #161.

Welch Group first reported a position in D in Q2 2013 and has held it in 53 quarters since. The position peaked at $1M in Q1 2022. 584 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Welch Group held 9,909 shares of Dominion Energy worth $677K as of Q2 2026.
  • Welch Group bought 419 Dominion Energy shares in Q2 2026, an estimated $27.2K.
  • Dominion Energy made up 0.02% of Welch Group's portfolio in Q2 2026, its #161 holding.
  • Welch Group first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
  • Welch Group's Dominion Energy position peaked at $1M in Q1 2022.
  • 584 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.