Allied Private Wealth’s Dominion Energy D Stock Holding History

Allied Private Wealth’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	$6.22K	Buy	+89	New	+$5.79K	﹤0.01%	590

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allied Private Wealth's D Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Dominion Energy (D) in Q2 2026: 89 shares worth $6.22K. The stake represents ﹤0.01% of the portfolio and ranks #590 among its holdings.

1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Allied Private Wealth held 89 shares of Dominion Energy worth $6.22K as of Q2 2026.
Dominion Energy was a new Allied Private Wealth position in Q2 2026.
Dominion Energy made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #590 holding.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.