AWA
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A4 Wealth Advisors’s Dominion Energy D Stock Holding History

A4 Wealth Advisors’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 		$460K Sell
6,739
-1,220
-15% -$79.3K 0.31% 48
2026
Q1 		$492K Buy
+7,959
New +$492K 0.4% 47

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

A4 Wealth Advisors's D Position: Q2 2026 in Review

A4 Wealth Advisors reduced its Dominion Energy (D) stake by 15% in Q2 2026, selling an estimated $79.3K and leaving 6,739 shares worth $460K. The position accounts for 0.31% of the portfolio, ranked #48.

A4 Wealth Advisors first reported a position in D in Q1 2026 and has held it in 2 quarters since. The position peaked at $492K in Q1 2026. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • A4 Wealth Advisors held 6,739 shares of Dominion Energy worth $460K as of Q2 2026.
  • A4 Wealth Advisors sold 1,220 Dominion Energy shares in Q2 2026, an estimated $79.3K.
  • Dominion Energy made up 0.31% of A4 Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • A4 Wealth Advisors first reported a position in Dominion Energy in Q1 2026 and has held it in 2 quarters since.
  • A4 Wealth Advisors's Dominion Energy position peaked at $492K in Q1 2026.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.