Corient Private Wealth
D icon

Corient Private Wealth’s Dominion Energy D Stock Holding History

Corient Private Wealth’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 		$15.9M Sell
261,523
-301,623
-54% -$18.6M 0.02% 459
2025
Q4 		$32.3M Buy
563,146
+314,868
+127% +$19M 0.02% 456
2025
Q3 		$15.2M Sell
248,278
-111
-0% -$6.6K 0.02% 442
2025
Q2 		$14M Sell
248,389
-13,610
-5% -$746K 0.02% 451
2025
Q1 		$14.7M Sell
261,999
-43,331
-14% -$2.38M 0.02% 441
2024
Q4 		$16.4M Sell
305,330
-5,877
-2% -$335K 0.03% 423
2024
Q3 		$18M Sell
311,207
-4,018
-1% -$220K 0.03% 437
2024
Q2 		$15.4M Buy
315,225
+3,211
+1% +$164K 0.03% 435
2024
Q1 		$15.3M Buy
312,014
+13,226
+4% +$618K 0.03% 440
2023
Q4 		$14M Buy
298,788
+33,174
+12% +$1.48M 0.03% 456
2023
Q3 		$11.9M Buy
265,614
+19,337
+8% +$960K 0.03% 446
2023
Q2 		$12.8M Sell
246,277
-114
-0% -$6.2K 0.03% 428
2023
Q1 		$13.8M Buy
246,391
+44,450
+22% +$2.6M 0.04% 377
2022
Q4 		$12.4M Buy
+201,941
New +$12.7M 0.05% 334

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

Corient Private Wealth's D Position: Q1 2026 in Review

Corient Private Wealth reduced its Dominion Energy (D) stake by 54% in Q1 2026, selling an estimated $18.6M and leaving 261,523 shares worth $15.9M. The position accounts for 0.02% of the portfolio, ranked #459.

Corient Private Wealth first reported a position in D in Q4 2022 and has held it in 14 quarters since. The position peaked at $32.3M in Q4 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Corient Private Wealth held 261,523 shares of Dominion Energy worth $15.9M as of Q1 2026.
  • Corient Private Wealth sold 301,623 Dominion Energy shares in Q1 2026, an estimated $18.6M.
  • Dominion Energy made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #459 holding.
  • Corient Private Wealth first reported a position in Dominion Energy in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Dominion Energy position peaked at $32.3M in Q4 2025.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.