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

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Angeles Wealth Management's D Position: Q1 2026 in Review

Angeles Wealth Management reduced its Dominion Energy (D) stake by 2.7% in Q1 2026, selling an estimated $10.1K and leaving 5,964 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #286.

Angeles Wealth Management first reported a position in D in Q4 2025 and has held it in 2 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Angeles Wealth Management held 5,964 shares of Dominion Energy worth $369K as of Q1 2026.
  • Angeles Wealth Management sold 163 Dominion Energy shares in Q1 2026, an estimated $10.1K.
  • Dominion Energy made up 0.02% of Angeles Wealth Management's portfolio in Q1 2026, its #286 holding.
  • Angeles Wealth Management first reported a position in Dominion Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.