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Aaron Wealth Advisors’s Dominion Energy D Stock Holding History

Aaron 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 		$328K Buy
+4,802
New +$312K 0.02% 552
2025
Q3 		– Sell
-4,832
Closed -$273K – 642
2025
Q2 		$273K Sell
4,832
-647
-12% -$35.5K 0.03% 383
2025
Q1 		$307K Hold
5,479
– – 0.04% 322
2024
Q4 		$295K Buy
5,479
+1,440
+36% +$82.1K 0.03% 323
2024
Q3 		$233K Buy
+4,039
New +$221K 0.03% 374
2022
Q2 		– Sell
-274
Closed -$23.3K – 346
2022
Q1 		$23.3K Buy
+274
New +$22K 0.01% 616

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

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

Aaron Wealth Advisors opened a new position in Dominion Energy (D) in Q2 2026: 4,802 shares worth $328K. The stake represents 0.02% of the portfolio and ranks #552 among its holdings. This is a return to the name: Aaron Wealth Advisors previously reported a position in D as recently as Q2 2025.

Aaron Wealth Advisors first reported a position in D in Q1 2022 and has held it in 6 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Aaron Wealth Advisors held 4,802 shares of Dominion Energy worth $328K as of Q2 2026.
  • Dominion Energy was a new Aaron Wealth Advisors position in Q2 2026.
  • Dominion Energy made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #552 holding.
  • Aaron Wealth Advisors first reported a position in Dominion Energy in Q1 2022 and has held it in 6 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.