CGF
D icon

Constant Guidance Financial’s Dominion Energy D Stock Holding History

Constant Guidance Financial’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
Q1 		$680K Sell
11,000
-700
-6% -$43.2K 0.47% 21
2025
Q4 		$686K Buy
+11,700
New +$705K 0.48% 30

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Constant Guidance Financial's D Position: Q1 2026 in Review

Constant Guidance Financial reduced its Dominion Energy (D) stake by 6% in Q1 2026, selling an estimated $43.2K and leaving 11,000 shares worth $680K. The position accounts for 0.47% of the portfolio, ranked #21.

Constant Guidance Financial first reported a position in D in Q4 2025 and has held it in 2 quarters since. The position peaked at $686K in Q4 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Constant Guidance Financial held 11,000 shares of Dominion Energy worth $680K as of Q1 2026.
  • Constant Guidance Financial sold 700 Dominion Energy shares in Q1 2026, an estimated $43.2K.
  • Dominion Energy made up 0.47% of Constant Guidance Financial's portfolio in Q1 2026, its #21 holding.
  • Constant Guidance Financial first reported a position in Dominion Energy in Q4 2025 and has held it in 2 quarters since.
  • Constant Guidance Financial's Dominion Energy position peaked at $686K in Q4 2025.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Constant Guidance Financial's 13F filing for Q1 2026, filed 18 May 2026.