AWM
D icon

Aprio Wealth Management’s Dominion Energy D Stock Holding History

Aprio 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 		$573K Buy
8,395
+1,989
+31% +$129K 0.03% 349
2026
Q1 		$396K Sell
6,406
-104
-2% -$6.42K 0.02% 420
2025
Q4 		$381K Buy
6,510
+604
+10% +$36.4K 0.02% 370
2025
Q3 		$361K Buy
+5,906
New +$351K 0.04% 285

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

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

Aprio Wealth Management increased its Dominion Energy (D) stake by 31% in Q2 2026, buying an estimated $129K and bringing the position to 8,395 shares worth $573K. The position accounts for 0.03% of the portfolio, ranked #349.

Aprio Wealth Management first reported a position in D in Q3 2025 and has held it in 4 quarters since. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Aprio Wealth Management held 8,395 shares of Dominion Energy worth $573K as of Q2 2026.
  • Aprio Wealth Management bought 1,989 Dominion Energy shares in Q2 2026, an estimated $129K.
  • Dominion Energy made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #349 holding.
  • Aprio Wealth Management first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.