AWM
D icon

Abound Wealth Management’s Dominion Energy D Stock Holding History

Abound 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 		$11.1K Sell
163
-224
-58% -$14.6K ﹤0.01% 457
2026
Q1 		$23.9K Buy
387
+169
+78% +$10.4K 0.01% 361
2025
Q4 		$12.8K Hold
218
– – ﹤0.01% 456
2025
Q3 		$13.3K Buy
218
+1
+0.5% +$59 ﹤0.01% 430
2025
Q2 		$12.3K Hold
217
– – ﹤0.01% 412
2025
Q1 		$12.2K Sell
217
-59
-21% -$3.25K ﹤0.01% 379
2024
Q4 		$14.9K Buy
276
+4
+1% +$228 ﹤0.01% 330
2024
Q3 		$15.7K Hold
272
– – 0.01% 337
2024
Q2 		$13.3K Hold
272
– – ﹤0.01% 324
2024
Q1 		$13.4K Sell
272
-9
-3% -$420 0.01% 322
2023
Q4 		$13.2K Buy
281
+61
+28% +$2.72K 0.01% 329
2023
Q3 		$9.82K Sell
220
-71
-24% -$3.52K ﹤0.01% 329
2023
Q2 		$15.1K Buy
291
+81
+39% +$4.4K 0.01% 268
2023
Q1 		$11.7K Buy
210
+69
+49% +$4.04K 0.01% 269
2022
Q4 		$8.64K Buy
141
+28
+25% +$1.76K ﹤0.01% 281
2022
Q3 		$7.81K Buy
+113
New +$9.12K ﹤0.01% 306

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

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

Abound Wealth Management reduced its Dominion Energy (D) stake by 58% in Q2 2026, selling an estimated $14.6K and leaving 163 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Abound Wealth Management first reported a position in D in Q3 2022 and has held it in 16 quarters since. The position peaked at $23.9K in Q1 2026. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Abound Wealth Management held 163 shares of Dominion Energy worth $11.1K as of Q2 2026.
  • Abound Wealth Management sold 224 Dominion Energy shares in Q2 2026, an estimated $14.6K.
  • Dominion Energy made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #457 holding.
  • Abound Wealth Management first reported a position in Dominion Energy in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Dominion Energy position peaked at $23.9K in Q1 2026.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

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