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Commonwealth Retirement Investments’s Dominion Energy D Stock Holding History

Commonwealth Retirement Investments’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 		$825K Sell
12,082
-60
-0.5% -$3.9K 0.22% 81
2026
Q1 		$751K Buy
12,142
+412
+4% +$25.4K 0.23% 80
2025
Q4 		$687K Buy
11,730
+3,954
+51% +$238K 0.22% 83
2025
Q3 		$476K Sell
7,776
-699
-8% -$41.6K 0.16% 94
2025
Q2 		$479K Buy
8,475
+10
+0.1% +$548 0.18% 93
2025
Q1 		$475K Sell
8,465
-201
-2% -$11.1K 0.19% 78
2024
Q4 		$467K Sell
8,666
-173
-2% -$9.87K 0.19% 82
2024
Q3 		$511K Buy
8,839
+680
+8% +$37.2K 0.21% 75
2024
Q2 		$400K Sell
8,159
-1,259
-13% -$64.1K 0.18% 81
2024
Q1 		$463K Sell
9,418
-40
-0.4% -$1.87K 0.22% 68
2023
Q4 		$445K Sell
9,458
-435
-4% -$19.4K 0.24% 69
2023
Q3 		$442K Buy
9,893
+260
+3% +$12.9K 0.26% 63
2023
Q2 		$499K Buy
9,633
+111
+1% +$6.03K 0.28% 55
2023
Q1 		$532K Buy
9,522
+606
+7% +$35.5K 0.32% 48
2022
Q4 		$547K Buy
+8,916
New +$560K 0.33% 46

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 $3.38T AUM 44.17% 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

Commonwealth Retirement Investments's D Position: Q2 2026 in Review

Commonwealth Retirement Investments reduced its Dominion Energy (D) stake by 0.49% in Q2 2026, selling an estimated $3.9K and leaving 12,082 shares worth $825K. The position accounts for 0.22% of the portfolio, ranked #81.

Commonwealth Retirement Investments first reported a position in D in Q4 2022 and has held it in 15 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Commonwealth Retirement Investments held 12,082 shares of Dominion Energy worth $825K as of Q2 2026.
  • Commonwealth Retirement Investments sold 60 Dominion Energy shares in Q2 2026, an estimated $3.9K.
  • Dominion Energy made up 0.22% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #81 holding.
  • Commonwealth Retirement Investments first reported a position in Dominion Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.