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B. Riley Wealth Advisors’s Dominion Energy D Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-50,000
Closed -$30.9K – 952
2026
Q1 		$30.9K Buy
50,000
+49,000
+4,900% +$3.03M ﹤0.01% 850
2025
Q4 		$58.6K Sell
1,000
-49,000
-98% -$2.95M ﹤0.01% 968
2025
Q3 		$30.6K Buy
+50,000
New +$2.97M ﹤0.01% 1027
2025
Q2 		– Sell
-32,164
Closed -$1.8M – 1108
2025
Q1 		$1.8M Buy
+32,164
New +$1.77M 0.05% 346

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

B. Riley Wealth Advisors's D Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of Dominion Energy (D) in Q2 2026, closing a stake of 5,921 shares — an estimated $366K sold.

B. Riley Wealth Advisors first reported a position in D in Q2 2013 and held it in 52 quarters. The position peaked at $4.96M in Q4 2014. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,921 Dominion Energy shares in Q2 2026, an estimated $366K.
  • B. Riley Wealth Advisors first reported a position in Dominion Energy in Q2 2013 and held it in 52 quarters.
  • B. Riley Wealth Advisors's Dominion Energy position peaked at $4.96M in Q4 2014.
  • 1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.