XF
D icon

XML Financial’s Dominion Energy D Stock Holding History

XML 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 		$2.63M Sell
38,517
-264
-0.7% -$17.2K 0.19% 106
2026
Q1 		$2.4M Sell
38,781
-551
-1% -$34K 0.19% 105
2025
Q4 		$2.3M Sell
39,332
-2,595
-6% -$156K 0.19% 111
2025
Q3 		$2.56M Sell
41,927
-2,909
-6% -$173K 0.21% 99
2025
Q2 		$2.53M Buy
44,836
+731
+2% +$40.1K 0.22% 97
2025
Q1 		$2.47M Sell
44,105
-3,656
-8% -$201K 0.23% 93
2024
Q4 		$2.57M Sell
47,761
-4,669
-9% -$266K 0.24% 96
2024
Q3 		$3.03M Sell
52,430
-5,374
-9% -$294K 0.28% 86
2024
Q2 		$2.83M Sell
57,804
-6,359
-10% -$324K 0.29% 89
2024
Q1 		$3.16M Sell
64,163
-10,488
-14% -$490K 0.32% 81
2023
Q4 		$3.51M Sell
74,651
-3,113
-4% -$139K 0.37% 78
2023
Q3 		$3.47M Buy
77,764
+2
+0% +$99 0.42% 73
2023
Q2 		$4.03M Buy
77,762
+10,296
+15% +$560K 0.47% 64
2023
Q1 		$3.77M Buy
67,466
+16,468
+32% +$964K 0.46% 67
2022
Q4 		$3.13M Sell
50,998
-524
-1% -$32.9K 0.39% 77
2022
Q3 		$3.56M Buy
51,522
+37,735
+274% +$3.05M 0.49% 64
2022
Q2 		$1.1M Sell
13,787
-37,068
-73% -$3.06M 0.25% 82
2022
Q1 		$4.32M Sell
50,855
-459
-0.9% -$36.9K 0.51% 62
2021
Q4 		$4.03M Buy
51,314
+2,902
+6% +$218K 0.49% 62
2021
Q3 		$3.54M Buy
48,412
+34,556
+249% +$2.63M 0.47% 64
2021
Q2 		$1.02M Sell
13,856
-1,933
-12% -$149K 0.22% 85
2021
Q1 		$1.2M Sell
15,789
-612
-4% -$44.5K 0.29% 72
2020
Q4 		$1.23M Sell
16,401
-88
-0.5% -$6.99K 0.32% 67
2020
Q3 		$1.3M Buy
16,489
+416
+3% +$32.7K 0.41% 59
2020
Q2 		$1.3M Buy
16,073
+110
+0.7% +$8.82K 0.45% 52
2020
Q1 		$1.15M Buy
15,963
+1,679
+12% +$137K 0.5% 53
2019
Q4 		$1.18M Buy
+14,284
New +$1.17M 0.43% 57

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

XML Financial's D Position: Q2 2026 in Review

XML Financial reduced its Dominion Energy (D) stake by 0.68% in Q2 2026, selling an estimated $17.2K and leaving 38,517 shares worth $2.63M. The position accounts for 0.19% of the portfolio, ranked #106.

XML Financial first reported a position in D in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.32M in Q1 2022. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • XML Financial held 38,517 shares of Dominion Energy worth $2.63M as of Q2 2026.
  • XML Financial sold 264 Dominion Energy shares in Q2 2026, an estimated $17.2K.
  • Dominion Energy made up 0.19% of XML Financial's portfolio in Q2 2026, its #106 holding.
  • XML Financial first reported a position in Dominion Energy in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's Dominion Energy position peaked at $4.32M in Q1 2022.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.