CWM
D icon

Cornerstone Wealth Management’s Dominion Energy D Stock Holding History

Cornerstone Wealth Management’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
Q3 		$392K Sell
6,473
-383
-6% -$25.7K 0.02% 547
2026
Q2 		$468K Sell
6,856
-169
-2% -$11K 0.02% 510
2026
Q1 		$434K Sell
7,025
-291
-4% -$18K 0.02% 485
2025
Q4 		$429K Sell
7,316
-235
-3% -$14.2K 0.02% 464
2025
Q3 		$462K Sell
7,551
-171
-2% -$10.2K 0.03% 435
2025
Q2 		$436K Buy
7,722
+4
+0.1% +$219 0.03% 419
2025
Q1 		$433K Buy
7,718
+99
+1% +$5.44K 0.03% 397
2024
Q4 		$410K Buy
7,619
+60
+0.8% +$3.42K 0.03% 389
2024
Q3 		$437K Buy
7,559
+2,315
+44% +$126K 0.03% 384
2024
Q2 		$257K Buy
5,244
+921
+21% +$46.9K 0.02% 465
2024
Q1 		$213K Sell
4,323
-37
-0.8% -$1.73K 0.02% 506
2023
Q4 		$205K Buy
+4,360
New +$195K 0.02% 499
2023
Q2 		– Sell
-3,642
Closed -$204K – 508
2023
Q1 		$204K Buy
+3,642
New +$213K 0.02% 451
2022
Q1 		– Sell
-2,553
Closed -$200K – 477
2021
Q4 		$200K Buy
+2,553
New +$192K 0.02% 485
2020
Q4 		– Sell
-2,755
Closed -$217K – 424
2020
Q3 		$217K Sell
2,755
-1,203
-30% -$94.5K 0.03% 355
2020
Q2 		$321K Buy
3,958
+124
+3% +$9.9K 0.05% 274
2020
Q1 		$277K Buy
3,834
+53
+1% +$4.33K 0.05% 273
2019
Q4 		$313K Sell
3,781
-729
-16% -$59.6K 0.05% 262
2019
Q3 		$366K Buy
4,510
+1,304
+41% +$101K 0.06% 242
2019
Q2 		$248K Buy
3,206
+6
+0.2% +$457 0.04% 306
2019
Q1 		$397K Buy
3,200
+379
+13% +$27.7K 0.05% 309
2018
Q4 		$204K Buy
+2,821
New +$206K 0.04% 316
2017
Q4 		– Sell
-2,592
Closed -$201K – 410
2017
Q3 		$201K Sell
2,592
-45
-2% -$3.5K 0.04% 367
2017
Q2 		$200K Buy
+2,637
New +$207K 0.04% 363

Other funds holding D

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cornerstone Wealth Management's D Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Dominion Energy (D) stake by 5.6% in Q3 2026, selling an estimated $25.7K and leaving 6,473 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #547.

Cornerstone Wealth Management first reported a position in D in Q2 2017 and has held it in 24 quarters since. The position peaked at $468K in Q2 2026. 984 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Cornerstone Wealth Management held 6,473 shares of Dominion Energy worth $392K as of Q3 2026.
  • Cornerstone Wealth Management sold 383 Dominion Energy shares in Q3 2026, an estimated $25.7K.
  • Dominion Energy made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #547 holding.
  • Cornerstone Wealth Management first reported a position in Dominion Energy in Q2 2017 and has held it in 24 quarters since.
  • Cornerstone Wealth Management's Dominion Energy position peaked at $468K in Q2 2026.
  • 984 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.