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Concord Wealth Partners’s Dominion Energy D Stock Holding History

Concord 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 		$1.65M Sell
24,214
-79
-0.3% -$5.14K 0.19% 105
2026
Q1 		$1.5M Buy
24,293
+2,657
+12% +$164K 0.19% 108
2025
Q4 		$1.27M Buy
21,636
+435
+2% +$26.2K 0.16% 113
2025
Q3 		$1.3M Buy
21,201
+756
+4% +$44.9K 0.18% 111
2025
Q2 		$1.16M Buy
20,445
+5,808
+40% +$318K 0.17% 121
2025
Q1 		$821K Buy
14,637
+7,220
+97% +$397K 0.13% 127
2024
Q4 		$399K Buy
7,417
+2,493
+51% +$142K 0.07% 157
2024
Q3 		$285K Buy
4,924
+17
+0.3% +$929 0.05% 172
2024
Q2 		$240K Buy
4,907
+79
+2% +$4.03K 0.04% 180
2024
Q1 		$237K Sell
4,828
-260
-5% -$12.1K 0.04% 194
2023
Q4 		$239K Sell
5,088
-629
-11% -$28.1K 0.05% 177
2023
Q3 		$255K Sell
5,717
-1,151
-17% -$57.1K 0.05% 172
2023
Q2 		$356K Buy
6,868
+2,025
+42% +$110K 0.08% 134
2023
Q1 		$271K Buy
4,843
+2,295
+90% +$134K 0.08% 126
2022
Q4 		$156K Sell
2,548
-593
-19% -$37.2K 0.05% 186
2022
Q3 		$217K Buy
3,141
+166
+6% +$13.4K 0.07% 149
2022
Q2 		$237K Sell
2,975
-86
-3% -$7.1K 0.07% 145
2022
Q1 		$260K Sell
3,061
-80
-3% -$6.42K 0.07% 149
2021
Q4 		$247K Buy
3,141
+1,753
+126% +$132K 0.06% 159
2021
Q3 		$101K Sell
1,388
-1,263
-48% -$96.3K 0.04% 136
2021
Q2 		$195K Sell
2,651
-167
-6% -$12.9K 0.06% 139
2021
Q1 		$214K Buy
2,818
+24
+0.9% +$1.74K 0.07% 123
2020
Q4 		$210K Buy
+2,794
New +$222K 0.16% 71

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

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

Concord Wealth Partners reduced its Dominion Energy (D) stake by 0.33% in Q2 2026, selling an estimated $5.14K and leaving 24,214 shares worth $1.65M. The position accounts for 0.19% of the portfolio, ranked #105.

Concord Wealth Partners first reported a position in D in Q4 2020 and has held it in 23 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Concord Wealth Partners held 24,214 shares of Dominion Energy worth $1.65M as of Q2 2026.
  • Concord Wealth Partners sold 79 Dominion Energy shares in Q2 2026, an estimated $5.14K.
  • Dominion Energy made up 0.19% of Concord Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • Concord Wealth Partners first reported a position in Dominion Energy in Q4 2020 and has held it in 23 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.