CWM
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Cedar Wealth Management’s Dominion Energy D Stock Holding History

Cedar 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
Q1 		– Sell
-43
Closed -$2.52K – 130
2025
Q4 		$2.52K Hold
43
– – ﹤0.01% 213
2025
Q3 		$2.63K Hold
43
– – ﹤0.01% 223
2025
Q2 		$2.43K Buy
+43
New +$2.36K ﹤0.01% 212
2024
Q2 		– Sell
-74
Closed -$3.64K – 313
2024
Q1 		$3.64K Buy
+74
New +$3.46K ﹤0.01% 296
2016
Q2 		– Sell
-542
Closed -$41K – 133
2016
Q1 		$41K Buy
542
+300
+124% +$21.2K 0.03% 67
2015
Q4 		$16K Buy
+242
New +$16.7K 0.01% 21

Other funds holding D

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cedar Wealth Management's D Position: Q1 2026 in Review

Cedar Wealth Management sold out of Dominion Energy (D) in Q1 2026, closing a stake of 43 shares — an estimated $2.52K sold.

Cedar Wealth Management first reported a position in D in Q4 2015 and held it in 6 quarters. The position peaked at $41K in Q1 2016. 1,486 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Cedar Wealth Management reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
  • Cedar Wealth Management sold 43 Dominion Energy shares in Q1 2026, an estimated $2.52K.
  • Cedar Wealth Management first reported a position in Dominion Energy in Q4 2015 and held it in 6 quarters.
  • Cedar Wealth Management's Dominion Energy position peaked at $41K in Q1 2016.
  • 1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.