AWM
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Axxcess Wealth Management’s Dominion Energy D Stock Holding History

Axxcess 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 		$1.97M Buy
+28,802
New +$1.87M 0.03% 395
2026
Q1 		– Sell
-54,311
Closed -$3.18M – 513
2025
Q4 		$3.18M Sell
54,311
-3,023
-5% -$182K 0.06% 289
2025
Q3 		$3.51M Sell
57,334
-2,534
-4% -$151K 0.07% 209
2025
Q2 		$3.38M Buy
59,868
+970
+2% +$53.1K 0.08% 194
2025
Q1 		$3.3M Sell
58,898
-4,211
-7% -$232K 0.09% 183
2024
Q4 		$3.4M Sell
63,109
-6,320
-9% -$361K 0.08% 178
2024
Q3 		$4.01M Sell
69,429
-11,904
-15% -$650K 0.1% 161
2024
Q2 		$3.99M Buy
81,333
+53,656
+194% +$2.73M 0.11% 155
2024
Q1 		$1.36M Sell
27,677
-1,058
-4% -$49.4K 0.04% 315
2023
Q4 		$1.35M Buy
28,735
+4,214
+17% +$188K 0.04% 303
2023
Q3 		$1.1M Buy
24,521
+13,048
+114% +$648K 0.04% 303
2023
Q2 		$594K Sell
11,473
-218
-2% -$11.9K 0.04% 314
2023
Q1 		$654K Sell
11,691
-1,210
-9% -$70.8K 0.05% 315
2022
Q4 		$791K Sell
12,901
-579
-4% -$36.4K 0.07% 264
2022
Q3 		$932K Sell
13,480
-2,631
-16% -$212K 0.09% 201
2022
Q2 		$1.29M Buy
16,111
+312
+2% +$25.8K 0.12% 157
2022
Q1 		$1.34M Sell
15,799
-715
-4% -$57.4K 0.1% 168
2021
Q4 		$1.3M Buy
+16,514
New +$1.24M 0.09% 168

Other funds holding D

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

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

Axxcess Wealth Management opened a new position in Dominion Energy (D) in Q2 2026: 28,802 shares worth $1.97M. The stake represents 0.03% of the portfolio and ranks #395 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in D as recently as Q4 2025.

Axxcess Wealth Management first reported a position in D in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.01M in Q3 2024. 672 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Axxcess Wealth Management held 28,802 shares of Dominion Energy worth $1.97M as of Q2 2026.
  • Dominion Energy was a new Axxcess Wealth Management position in Q2 2026.
  • Dominion Energy made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #395 holding.
  • Axxcess Wealth Management first reported a position in Dominion Energy in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Dominion Energy position peaked at $4.01M in Q3 2024.
  • 672 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.