CWM
D icon

Cahaba Wealth Management’s Dominion Energy D Stock Holding History

Cahaba 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 		$285K Sell
4,177
-300
-7% -$19.5K 0.02% 135
2026
Q1 		$277K Buy
4,477
+124
+3% +$7.66K 0.02% 124
2025
Q4 		$255K Buy
4,353
+43
+1% +$2.59K 0.02% 130
2025
Q3 		$264K Buy
4,310
+43
+1% +$2.56K 0.02% 127
2025
Q2 		$241K Sell
4,267
-8
-0.2% -$438 0.02% 134
2025
Q1 		$240K Buy
4,275
+100
+2% +$5.5K 0.02% 130
2024
Q4 		$225K Buy
4,175
+46
+1% +$2.62K 0.02% 137
2024
Q3 		$239K Buy
4,129
+43
+1% +$2.35K 0.02% 130
2024
Q2 		$200K Buy
+4,086
New +$208K 0.02% 144
2022
Q4 		– Sell
-2,999
Closed -$207K – 145
2022
Q3 		$207K Buy
2,999
+40
+1% +$3.23K 0.03% 125
2022
Q2 		$236K Sell
2,959
-140
-5% -$11.6K 0.03% 119
2022
Q1 		$253K Buy
3,099
+189
+6% +$15.2K 0.03% 126
2021
Q4 		$229K Buy
+2,910
New +$219K 0.03% 136

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

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

Cahaba Wealth Management reduced its Dominion Energy (D) stake by 6.7% in Q2 2026, selling an estimated $19.5K and leaving 4,177 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #135.

Cahaba Wealth Management first reported a position in D in Q4 2021 and has held it in 13 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Cahaba Wealth Management held 4,177 shares of Dominion Energy worth $285K as of Q2 2026.
  • Cahaba Wealth Management sold 300 Dominion Energy shares in Q2 2026, an estimated $19.5K.
  • Dominion Energy made up 0.02% of Cahaba Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Cahaba Wealth Management first reported a position in Dominion Energy in Q4 2021 and has held it in 13 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

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