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Clark Wealth Partners’s Dominion Energy D Stock Holding History

Clark Wealth 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 		$4.99K Sell
73
-12
-14% -$780 ﹤0.01% 307
2026
Q1 		$5.25K Buy
85
+56
+193% +$3.46K ﹤0.01% 324
2025
Q4 		$1.7K Hold
29
– – ﹤0.01% 445
2025
Q3 		$1.7K Buy
+29
New +$1.72K ﹤0.01% 445
2025
Q2 		– Sell
-42
Closed -$2.35K – 558
2025
Q1 		$2.35K Buy
+42
New +$2.31K ﹤0.01% 354

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clark Wealth Partners's D Position: Q2 2026 in Review

Clark Wealth Partners reduced its Dominion Energy (D) stake by 14% in Q2 2026, selling an estimated $780 and leaving 73 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Clark Wealth Partners first reported a position in D in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.25K in Q1 2026. 1,482 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Clark Wealth Partners held 73 shares of Dominion Energy worth $4.99K as of Q2 2026.
  • Clark Wealth Partners sold 12 Dominion Energy shares in Q2 2026, an estimated $780.
  • Dominion Energy made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #307 holding.
  • Clark Wealth Partners first reported a position in Dominion Energy in Q1 2025 and has held it in 5 quarters since.
  • Clark Wealth Partners's Dominion Energy position peaked at $5.25K in Q1 2026.
  • 1,482 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.