ATPW
D icon

Ashton Thomas Private Wealth’s Dominion Energy D Stock Holding History

Ashton Thomas 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 		$226K Sell
3,304
-32
-1% -$2.08K ﹤0.01% 1100
2026
Q1 		$206K Buy
+3,336
New +$206K ﹤0.01% 1035
2024
Q3 		– Sell
-2,421
Closed -$119K – 898
2024
Q2 		$119K Buy
+2,421
New +$123K 0.01% 712
2023
Q3 		– Sell
-7,031
Closed -$364K – 571
2023
Q2 		$364K Sell
7,031
-6,269
-47% -$341K 0.03% 453
2023
Q1 		$744K Buy
13,300
+1,264
+11% +$74K 0.07% 293
2022
Q4 		$738K Buy
12,036
+2,859
+31% +$180K 0.07% 283
2022
Q3 		$634K Buy
9,177
+583
+7% +$47.1K 0.07% 282
2022
Q2 		$686K Buy
8,594
+836
+11% +$69K 0.07% 262
2022
Q1 		$659K Buy
7,758
+1,304
+20% +$105K 0.06% 317
2021
Q4 		$507K Sell
6,454
-1,418
-18% -$107K 0.05% 330
2021
Q3 		$575K Buy
7,872
+351
+5% +$26.8K 0.08% 246
2021
Q2 		$553K Buy
7,521
+250
+3% +$19.3K 0.08% 237
2021
Q1 		$552K Buy
7,271
+449
+7% +$32.6K 0.09% 219
2020
Q4 		$513K Buy
6,822
+1,336
+24% +$106K 0.1% 228
2020
Q3 		$433K Sell
5,486
-3
-0.1% -$236 0.11% 197
2020
Q2 		$446K Buy
5,489
+250
+5% +$20.1K 0.13% 168
2020
Q1 		$378K Buy
5,239
+1,086
+26% +$88.7K 0.15% 146
2019
Q4 		$344K Buy
+4,153
New +$339K 0.11% 172

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

Ashton Thomas Private Wealth's D Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Dominion Energy (D) stake by 0.96% in Q2 2026, selling an estimated $2.08K and leaving 3,304 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Ashton Thomas Private Wealth first reported a position in D in Q4 2019 and has held it in 18 quarters since. The position peaked at $744K in Q1 2023. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Ashton Thomas Private Wealth held 3,304 shares of Dominion Energy worth $226K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 32 Dominion Energy shares in Q2 2026, an estimated $2.08K.
  • Dominion Energy made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1100 holding.
  • Ashton Thomas Private Wealth first reported a position in Dominion Energy in Q4 2019 and has held it in 18 quarters since.
  • Ashton Thomas Private Wealth's Dominion Energy position peaked at $744K in Q1 2023.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.