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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

44 Wealth Management's D Position: Q1 2026 in Review

44 Wealth Management reduced its Dominion Energy (D) stake by 0.86% in Q1 2026, selling an estimated $13K and leaving 24,366 shares worth $1.51M. The position accounts for 0.53% of the portfolio, ranked #66.

44 Wealth Management first reported a position in D in Q4 2020 and has held it in 17 quarters since. The position peaked at $6.7M in Q4 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

44 Wealth Management held 24,366 shares of Dominion Energy worth $1.51M as of Q1 2026.
44 Wealth Management sold 211 Dominion Energy shares in Q1 2026, an estimated $13K.
Dominion Energy made up 0.53% of 44 Wealth Management's portfolio in Q1 2026, its #66 holding.
44 Wealth Management first reported a position in Dominion Energy in Q4 2020 and has held it in 17 quarters since.
44 Wealth Management's Dominion Energy position peaked at $6.7M in Q4 2022.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.