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 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

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

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

49 Wealth Management increased its Dominion Energy (D) stake by 3.5% in Q1 2026, buying an estimated $24.3K and bringing the position to 11,572 shares worth $715K. The position accounts for 0.05% of the portfolio, ranked #91.

49 Wealth Management first reported a position in D in Q1 2025 and has held it in 5 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

49 Wealth Management held 11,572 shares of Dominion Energy worth $715K as of Q1 2026.
49 Wealth Management bought 393 Dominion Energy shares in Q1 2026, an estimated $24.3K.
Dominion Energy made up 0.05% of 49 Wealth Management's portfolio in Q1 2026, its #91 holding.
49 Wealth Management first reported a position in Dominion Energy in Q1 2025 and has held it in 5 quarters since.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.