49 Wealth Management’s Dominion Energy D Stock Holding History

49 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	-11,572	Closed	-$715K	–	211
2026 Q1	$715K	Buy	11,572 +393	+4%	+$24.3K	0.05%	91
2025 Q4	$655K	Buy	11,179 +2,999	+37%	+$181K	0.05%	89
2025 Q3	$500K	Buy	8,180 +1,119	+16%	+$66.5K	0.05%	94
2025 Q2	$399K	Buy	7,061 +1,203	+21%	+$65.9K	0.04%	102
2025 Q1	$328K	Buy	+5,858	New	+$322K	0.04%	131

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

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

49 Wealth Management sold out of Dominion Energy (D) in Q2 2026, closing a stake of 11,572 shares — an estimated $715K sold.

49 Wealth Management first reported a position in D in Q1 2025 and held it in 5 quarters. The position peaked at $715K in Q1 2026. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

49 Wealth Management reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 11,572 Dominion Energy shares in Q2 2026, an estimated $715K.
49 Wealth Management first reported a position in Dominion Energy in Q1 2025 and held it in 5 quarters.
49 Wealth Management's Dominion Energy position peaked at $715K in Q1 2026.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.