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Cornerstone Wealth Group’s Dominion Energy D Stock Holding History

Cornerstone Wealth Group’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 		$973K Sell
15,931
-910
-5% -$56.2K 0.06% 165
2025
Q4 		$987K Buy
16,841
+73
+0.4% +$4.4K 0.07% 148
2025
Q3 		$1.03M Buy
16,768
+139
+0.8% +$8.26K 0.07% 143
2025
Q2 		$940K Sell
16,629
-1,600
-9% -$87.7K 0.07% 142
2025
Q1 		$1.02M Buy
18,229
+202
+1% +$11.1K 0.08% 136
2024
Q4 		$971K Buy
18,027
+572
+3% +$32.6K 0.08% 135
2024
Q3 		$1.01M Buy
17,455
+847
+5% +$46.3K 0.08% 132
2024
Q2 		$814K Buy
16,608
+169
+1% +$8.61K 0.07% 136
2024
Q1 		$809K Buy
16,439
+2,902
+21% +$136K 0.07% 132
2023
Q4 		$636K Sell
13,537
-106,550
-89% -$4.76M 0.09% 97
2023
Q3 		$5.36M Sell
120,087
-71,418
-37% -$3.55M 0.95% 25
2023
Q2 		$9.92M Buy
191,505
+178,106
+1,329% +$9.68M 1.8% 12
2023
Q1 		$749K Sell
13,399
-174
-1% -$10.2K 0.13% 105
2022
Q4 		$832K Sell
13,573
-238
-2% -$14.9K 0.16% 91
2022
Q3 		$954K Buy
13,811
+135
+1% +$10.9K 0.21% 80
2022
Q2 		$1.09M Sell
13,676
-3,179
-19% -$263K 0.23% 81
2022
Q1 		$1.43M Sell
16,855
-375
-2% -$30.1K 0.26% 94
2021
Q4 		$1.35M Sell
17,230
-228
-1% -$17.2K 0.23% 90
2021
Q3 		$1.27M Buy
17,458
+21
+0.1% +$1.6K 0.23% 94
2021
Q2 		$1.32M Sell
17,437
-14
-0.1% -$1.08K 0.27% 89
2021
Q1 		$1.4M Sell
17,451
-1,041
-6% -$75.6K 0.28% 95
2020
Q4 		$1.39M Sell
18,492
-38,814
-68% -$3.08M 0.34% 92
2020
Q3 		$4.52M Sell
57,306
-21,034
-27% -$1.65M 1.24% 21
2020
Q2 		$6.36M Buy
78,340
+14,382
+22% +$1.15M 1.6% 11
2020
Q1 		$4.62M Sell
63,958
-19,773
-24% -$1.61M 1.63% 14
2019
Q4 		$6.93M Sell
83,731
-1,136
-1% -$92.8K 1.87% 9
2019
Q3 		$6.88M Buy
84,867
+49,080
+137% +$3.8M 1.73% 12
2019
Q2 		$2.77M Sell
35,787
-69
-0.2% -$5.26K 0.75% 33
2019
Q1 		$2.75M Buy
+35,856
New +$2.62M 0.69% 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

Cornerstone Wealth Group's D Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Dominion Energy (D) stake by 5.4% in Q1 2026, selling an estimated $56.2K and leaving 15,931 shares worth $973K. The position accounts for 0.06% of the portfolio, ranked #165.

Cornerstone Wealth Group first reported a position in D in Q1 2019 and has held it in 29 quarters since. The position peaked at $9.92M in Q2 2023. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Cornerstone Wealth Group held 15,931 shares of Dominion Energy worth $973K as of Q1 2026.
  • Cornerstone Wealth Group sold 910 Dominion Energy shares in Q1 2026, an estimated $56.2K.
  • Dominion Energy made up 0.06% of Cornerstone Wealth Group's portfolio in Q1 2026, its #165 holding.
  • Cornerstone Wealth Group first reported a position in Dominion Energy in Q1 2019 and has held it in 29 quarters since.
  • Cornerstone Wealth Group's Dominion Energy position peaked at $9.92M in Q2 2023.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.