AWM
D icon

Angeles Wealth Management’s Dominion Energy D Stock Holding History

Angeles 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 		$407K Hold
5,964
– – 0.02% 320
2026
Q1 		$369K Sell
5,964
-163
-3% -$10.1K 0.02% 286
2025
Q4 		$359K Buy
+6,127
New +$369K 0.02% 263

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Vanguard Capital Management
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State Street
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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

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

Angeles Wealth Management held its Dominion Energy (D) position steady in Q2 2026 at 5,964 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #320.

Angeles Wealth Management first reported a position in D in Q4 2025 and has held it in 3 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Angeles Wealth Management held 5,964 shares of Dominion Energy worth $407K as of Q2 2026.
  • Angeles Wealth Management left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #320 holding.
  • Angeles Wealth Management first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

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