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Adams Wealth Management’s Dominion Energy D Stock Holding History

Adams 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 		$757K Buy
11,091
+1,198
+12% +$77.9K 0.15% 91
2026
Q1 		$612K Buy
9,893
+1,325
+15% +$81.8K 0.13% 84
2025
Q4 		$502K Buy
8,568
+93
+1% +$5.6K 0.11% 92
2025
Q3 		$518K Sell
8,475
-1,339
-14% -$79.6K 0.11% 92
2025
Q2 		$555K Sell
9,814
-2,453
-20% -$134K 0.11% 90
2025
Q1 		$688K Buy
12,267
+101
+0.8% +$5.55K 0.14% 87
2024
Q4 		$655K Buy
12,166
+2,353
+24% +$134K 0.13% 80
2024
Q3 		$567K Sell
9,813
-1,125
-10% -$61.5K 0.12% 83
2024
Q2 		$536K Sell
10,938
-3,785
-26% -$193K 0.12% 79
2024
Q1 		$724K Sell
14,723
-300
-2% -$14K 0.18% 72
2023
Q4 		$706K Buy
15,023
+309
+2% +$13.8K 0.21% 72
2023
Q3 		$657K Buy
14,714
+2,721
+23% +$135K 0.22% 69
2023
Q2 		$621K Buy
11,993
+903
+8% +$49.1K 0.19% 75
2023
Q1 		$620K Buy
11,090
+2,902
+35% +$170K 0.2% 77
2022
Q4 		$502K Buy
8,188
+1,229
+18% +$77.2K 0.18% 73
2022
Q3 		$481K Sell
6,959
-692
-9% -$55.9K 0.18% 64
2022
Q2 		$611K Sell
7,651
-84
-1% -$6.94K 0.23% 45
2022
Q1 		$657K Sell
7,735
-1,272
-14% -$102K 0.22% 37
2021
Q4 		$708K Sell
9,007
-781
-8% -$58.8K 0.21% 41
2021
Q3 		$715K Sell
9,788
-1,167
-11% -$89K 0.27% 40
2021
Q2 		$806K Sell
10,955
-67
-0.6% -$5.17K 0.34% 37
2021
Q1 		$837K Buy
11,022
+1,506
+16% +$109K 0.39% 37
2020
Q4 		$716K Sell
9,516
-10
-0.1% -$794 0.45% 36
2020
Q3 		$752K Buy
9,526
+103
+1% +$8.09K 0.59% 30
2020
Q2 		$765K Sell
9,423
-680
-7% -$54.5K 0.78% 26
2020
Q1 		$729K Sell
10,103
-1,844
-15% -$151K 0.92% 24
2019
Q4 		$989K Buy
+11,947
New +$976K 0.83% 38

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

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

Adams Wealth Management increased its Dominion Energy (D) stake by 12% in Q2 2026, buying an estimated $77.9K and bringing the position to 11,091 shares worth $757K. The position accounts for 0.15% of the portfolio, ranked #91.

Adams Wealth Management first reported a position in D in Q4 2019 and has held it in 27 quarters since. The position peaked at $989K in Q4 2019. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Adams Wealth Management held 11,091 shares of Dominion Energy worth $757K as of Q2 2026.
  • Adams Wealth Management bought 1,198 Dominion Energy shares in Q2 2026, an estimated $77.9K.
  • Dominion Energy made up 0.15% of Adams Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Adams Wealth Management first reported a position in Dominion Energy in Q4 2019 and has held it in 27 quarters since.
  • Adams Wealth Management's Dominion Energy position peaked at $989K in Q4 2019.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

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