Balance Wealth
D icon

Balance Wealth’s Dominion Energy D Stock Holding History

Balance 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
Q3 		$5.3K Buy
+88
New +$5.91K ﹤0.01% 640

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Balance Wealth's D Position: Q3 2026 in Review

Balance Wealth opened a new position in Dominion Energy (D) in Q3 2026: 88 shares worth $5.3K. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings.

1,285 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Balance Wealth held 88 shares of Dominion Energy worth $5.3K as of Q3 2026.
  • Dominion Energy was a new Balance Wealth position in Q3 2026.
  • Dominion Energy made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #640 holding.
  • 1,285 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.