Aventura Private Wealth’s Dominion Energy D Stock Holding History

Aventura 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	$66.4K	Hold	973	–	–	0.02%	304
2026 Q1	$60.2K	Hold	973	–	–	0.02%	295
2025 Q4	$57K	Sell	973 -110	-10%	-$6.63K	0.02%	283
2025 Q3	$66.2K	Sell	1,083 -978	-47%	-$58.1K	0.02%	263
2025 Q2	$116K	Sell	2,061 -181	-8%	-$9.92K	0.05%	188
2025 Q1	$126K	Buy	2,242 +11	+0.5%	+$605	0.07%	173
2024 Q4	$120K	Buy	+2,231	New	+$127K	0.06%	171

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

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

Aventura Private Wealth held its Dominion Energy (D) position steady in Q2 2026 at 973 shares worth $66.4K. The position accounts for 0.02% of the portfolio, ranked #304.

Aventura Private Wealth first reported a position in D in Q4 2024 and has held it in 7 quarters since. The position peaked at $126K in Q1 2025. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Aventura Private Wealth held 973 shares of Dominion Energy worth $66.4K as of Q2 2026.
Aventura Private Wealth left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #304 holding.
Aventura Private Wealth first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's Dominion Energy position peaked at $126K in Q1 2025.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.