CLA (CliftonLarsonAllen) Wealth Advisors’s Dominion Energy D Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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	$697K	Buy	+10,203	New	+$663K	0.01%	219

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors's D Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in Dominion Energy (D) in Q2 2026: 10,203 shares worth $697K. The stake represents 0.01% of the portfolio and ranks #219 among its holdings.

1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 10,203 shares of Dominion Energy worth $697K as of Q2 2026.
Dominion Energy was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
Dominion Energy made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #219 holding.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.