BWM
D icon

Benson Wealth Management’s Dominion Energy D Stock Holding History

Benson 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 		$4.1K Hold
60
– – ﹤0.01% 241
2026
Q1 		$3.71K Hold
60
– – 0.01% 229
2025
Q4 		$3.52K Buy
+60
New +$3.62K ﹤0.01% 225

Other funds holding D

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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

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

Benson Wealth Management held its Dominion Energy (D) position steady in Q2 2026 at 60 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Benson Wealth Management first reported a position in D in Q4 2025 and has held it in 3 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Benson Wealth Management held 60 shares of Dominion Energy worth $4.1K as of Q2 2026.
  • Benson Wealth Management left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up ﹤0.01% of Benson Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Benson Wealth Management first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.