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Clearstead Trust’s Dominion Energy D Stock Holding History

Clearstead Trust’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 		$35.3K Sell
517
-185
-26% -$12K ﹤0.01% 368
2026
Q1 		$43.4K Sell
702
-14
-2% -$865 0.01% 330
2025
Q4 		$42K Sell
716
-13
-2% -$783 0.01% 346
2025
Q3 		$44.6K Sell
729
-47
-6% -$2.79K 0.01% 326
2025
Q2 		$43.9K Sell
776
-139
-15% -$7.62K 0.01% 326
2025
Q1 		$51.3K Buy
915
+377
+70% +$20.7K 0.01% 271
2024
Q4 		$29K Hold
538
– – 0.01% 296
2024
Q3 		$31.1K Hold
538
– – 0.01% 280
2024
Q2 		$26.4K Hold
538
– – 0.01% 290
2024
Q1 		$26.5K Sell
538
-145
-21% -$6.77K 0.01% 286
2023
Q4 		$32.1K Sell
683
-773
-53% -$34.5K 0.01% 261
2023
Q3 		$65K Sell
1,456
-943
-39% -$46.8K 0.02% 201
2023
Q2 		$124K Buy
2,399
+12
+0.5% +$652 0.04% 165
2023
Q1 		$133K Buy
2,387
+11
+0.5% +$644 0.04% 163
2022
Q4 		$146K Buy
2,376
+10
+0.4% +$628 0.05% 161
2022
Q3 		$164K Buy
+2,366
New +$191K 0.06% 141

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

Clearstead Trust's D Position: Q2 2026 in Review

Clearstead Trust reduced its Dominion Energy (D) stake by 26% in Q2 2026, selling an estimated $12K and leaving 517 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Clearstead Trust first reported a position in D in Q3 2022 and has held it in 16 quarters since. The position peaked at $164K in Q3 2022. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Clearstead Trust held 517 shares of Dominion Energy worth $35.3K as of Q2 2026.
  • Clearstead Trust sold 185 Dominion Energy shares in Q2 2026, an estimated $12K.
  • Dominion Energy made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #368 holding.
  • Clearstead Trust first reported a position in Dominion Energy in Q3 2022 and has held it in 16 quarters since.
  • Clearstead Trust's Dominion Energy position peaked at $164K in Q3 2022.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.