44 Wealth Management’s Dominion Energy D Stock Holding History

44 Wealth Management’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	-24,366	Closed	-$1.51M	–	194
2026 Q1	$1.51M	Sell	24,366 -211	-0.9%	-$13K	0.53%	66
2025 Q4	$1.44M	Sell	24,577 -1,360	-5%	-$81.9K	0.48%	67
2025 Q3	$1.59M	Buy	25,937 +7,651	+42%	+$455K	0.54%	55
2025 Q2	$1.03M	Buy	18,286 +7,298	+66%	+$400K	0.37%	93
2025 Q1	$616K	Buy	10,988 +96	+0.9%	+$5.28K	0.23%	120
2024 Q4	$587K	Sell	10,892 -616	-5%	-$35.1K	0.23%	118
2024 Q3	$701K	Buy	+11,508	New	+$629K	0.25%	111
2023 Q2	–	Sell	-3,808	Closed	-$213K	–	172
2023 Q1	$213K	Sell	3,808 -105,497	-97%	-$6.17M	0.07%	169
2022 Q4	$6.7M	Buy	109,305 +105,497	+2,770%	+$6.63M	2.32%	5
2022 Q3	$263K	Hold	3,808	–	–	0.11%	143
2022 Q2	$304K	Sell	3,808 -306	-7%	-$25.3K	0.12%	136
2022 Q1	$350K	Sell	4,114 -78,581	-95%	-$6.31M	0.13%	133
2021 Q4	$6.5M	Buy	82,695 +78,887	+2,072%	+$5.94M	2.25%	7
2021 Q3	$278K	Hold	3,808	–	–	0.11%	138
2021 Q2	$280K	Sell	3,808 -71	-2%	-$5.48K	0.11%	147
2021 Q1	$295K	Sell	3,879 -207	-5%	-$15K	0.12%	134
2020 Q4	$307K	Buy	+4,086	New	+$325K	0.14%	119

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

44 Wealth Management's D Position: Q2 2026 in Review

44 Wealth Management sold out of Dominion Energy (D) in Q2 2026, closing a stake of 24,366 shares — an estimated $1.51M sold.

44 Wealth Management first reported a position in D in Q4 2020 and held it in 17 quarters. The position peaked at $6.7M in Q4 2022. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

44 Wealth Management reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
44 Wealth Management sold 24,366 Dominion Energy shares in Q2 2026, an estimated $1.51M.
44 Wealth Management first reported a position in Dominion Energy in Q4 2020 and held it in 17 quarters.
44 Wealth Management's Dominion Energy position peaked at $6.7M in Q4 2022.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.