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Avion Wealth’s Dominion Energy D Stock Holding History

Avion 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 		$22K Buy
335
+42
+14% +$2.73K ﹤0.01% 369
2026
Q1 		$18K Buy
293
+32
+12% +$1.98K ﹤0.01% 351
2025
Q4 		$15K Sell
261
-9
-3% -$542 ﹤0.01% 400
2025
Q3 		$16K Buy
270
+8
+3% +$476 ﹤0.01% 369
2025
Q2 		$14K Buy
262
+49
+23% +$2.69K ﹤0.01% 381
2025
Q1 		$11K Hold
213
– – ﹤0.01% 368
2024
Q4 		$11K Sell
213
-3
-1% -$171 ﹤0.01% 368
2024
Q3 		$12K Buy
216
+8
+4% +$437 ﹤0.01% 336
2024
Q2 		$10K Buy
208
+30
+17% +$1.53K ﹤0.01% 330
2024
Q1 		$9K Buy
178
+42
+31% +$1.96K ﹤0.01% 329
2023
Q4 		$6K Sell
136
-19
-12% -$848 ﹤0.01% 359
2023
Q3 		$6K Buy
155
+11
+8% +$546 ﹤0.01% 326
2023
Q2 		$7K Buy
144
+28
+24% +$1.52K ﹤0.01% 317
2023
Q1 		$7K Buy
116
+16
+16% +$936 ﹤0.01% 284
2022
Q4 		$6K Hold
100
– – ﹤0.01% 298
2022
Q3 		$7K Hold
100
– – ﹤0.01% 293
2022
Q2 		$8K Hold
100
– – ﹤0.01% 275
2022
Q1 		$8K Hold
100
– – ﹤0.01% 249
2021
Q4 		$8K Sell
100
-100
-50% -$7.52K ﹤0.01% 252
2021
Q3 		$15K Hold
200
– – ﹤0.01% 200
2021
Q2 		$15K Buy
200
+100
+100% +$7.72K ﹤0.01% 192
2021
Q1 		$8K Hold
100
– – ﹤0.01% 232
2020
Q4 		$8K Hold
100
– – ﹤0.01% 243
2020
Q3 		$8K Buy
+100
New +$7.86K ﹤0.01% 200

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

Avion Wealth's D Position: Q2 2026 in Review

Avion Wealth increased its Dominion Energy (D) stake by 14% in Q2 2026, buying an estimated $2.73K and bringing the position to 335 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Avion Wealth first reported a position in D in Q3 2020 and has held it in 24 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Avion Wealth held 335 shares of Dominion Energy worth $22K as of Q2 2026.
  • Avion Wealth bought 42 Dominion Energy shares in Q2 2026, an estimated $2.73K.
  • Dominion Energy made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #369 holding.
  • Avion Wealth first reported a position in Dominion Energy in Q3 2020 and has held it in 24 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.