CWMP
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Clarion Wealth Managment Partners’s Dominion Energy D Stock Holding History

Clarion Wealth Managment Partners’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 		$911K Sell
13,346
-278
-2% -$18.1K 0.74% 34
2026
Q1 		$842K Sell
13,624
-32
-0.2% -$1.98K 0.76% 33
2025
Q4 		$800K Sell
13,656
-450
-3% -$27.1K 0.74% 35
2025
Q3 		$863K Sell
14,106
-152
-1% -$9.04K 0.85% 34
2025
Q2 		$806K Buy
+14,258
New +$781K 0.88% 34

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

Clarion Wealth Managment Partners's D Position: Q2 2026 in Review

Clarion Wealth Managment Partners reduced its Dominion Energy (D) stake by 2% in Q2 2026, selling an estimated $18.1K and leaving 13,346 shares worth $911K. The position accounts for 0.74% of the portfolio, ranked #34.

Clarion Wealth Managment Partners first reported a position in D in Q2 2025 and has held it in 5 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Clarion Wealth Managment Partners held 13,346 shares of Dominion Energy worth $911K as of Q2 2026.
  • Clarion Wealth Managment Partners sold 278 Dominion Energy shares in Q2 2026, an estimated $18.1K.
  • Dominion Energy made up 0.74% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #34 holding.
  • Clarion Wealth Managment Partners first reported a position in Dominion Energy in Q2 2025 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 Clarion Wealth Managment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.