COMPASS FINANCIAL MANAGEMENT LLC’s Dominion Energy D Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$1.14M	Buy	+16,692	New	+$1.09M	0.14%	169

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's D Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Dominion Energy (D) in Q2 2026: 16,692 shares worth $1.14M. The stake represents 0.14% of the portfolio and ranks #169 among its holdings.

1,187 funds tracked by Wall St. Rank hold D as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 16,692 shares of Dominion Energy worth $1.14M as of Q2 2026.
Dominion Energy was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Dominion Energy made up 0.14% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #169 holding.
1,187 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.