CRWM
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Castle Rock Wealth Management’s Dominion Energy D Stock Holding History

Castle Rock 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 		$459K Sell
6,778
-152
-2% -$9.88K 0.09% 176
2026
Q1 		$435K Buy
6,930
+45
+0.7% +$2.78K 0.09% 171
2025
Q4 		$422K Buy
6,885
+177
+3% +$10.7K 0.09% 172
2025
Q3 		$410K Buy
+6,708
New +$399K 0.09% 176
2018
Q1 		– Sell
-2,778
Closed -$225K – 107
2017
Q4 		$225K Buy
+2,778
New +$225K 0.44% 89

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

Castle Rock Wealth Management's D Position: Q2 2026 in Review

Castle Rock Wealth Management reduced its Dominion Energy (D) stake by 2.2% in Q2 2026, selling an estimated $9.88K and leaving 6,778 shares worth $459K. The position accounts for 0.09% of the portfolio, ranked #176.

Castle Rock Wealth Management first reported a position in D in Q4 2017 and has held it in 5 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Castle Rock Wealth Management held 6,778 shares of Dominion Energy worth $459K as of Q2 2026.
  • Castle Rock Wealth Management sold 152 Dominion Energy shares in Q2 2026, an estimated $9.88K.
  • Dominion Energy made up 0.09% of Castle Rock Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Castle Rock Wealth Management first reported a position in Dominion Energy in Q4 2017 and has held it in 5 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.