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CreativeOne Wealth’s Dominion Energy D Stock Holding History

CreativeOne 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 		$405K Sell
6,554
-237
-3% -$14.6K 0.01% 875
2025
Q4 		$398K Buy
6,791
+1,463
+27% +$88.1K 0.01% 859
2025
Q3 		$326K Buy
5,328
+1,035
+24% +$61.5K 0.01% 921
2025
Q2 		$243K Buy
4,293
+388
+10% +$21.3K 0.01% 997
2025
Q1 		$219K Buy
+3,905
New +$215K 0.01% 971
2023
Q3 		– Sell
-4,910
Closed -$254K – 634
2023
Q2 		$254K Sell
4,910
-757
-13% -$41.2K 0.01% 695
2023
Q1 		$317K Buy
5,667
+821
+17% +$48K 0.02% 617
2022
Q4 		$297K Sell
4,846
-107
-2% -$6.72K 0.02% 575
2022
Q3 		$342K Buy
4,953
+810
+20% +$65.4K 0.02% 498
2022
Q2 		$331K Sell
4,143
-294
-7% -$24.3K 0.02% 522
2022
Q1 		$377K Sell
4,437
-947
-18% -$76.1K 0.02% 512
2021
Q4 		$423K Sell
5,384
-201
-4% -$15.1K 0.02% 494
2021
Q3 		$408K Sell
5,585
-171
-3% -$13K 0.02% 461
2021
Q2 		$424K Buy
5,756
+232
+4% +$17.9K 0.03% 427
2021
Q1 		$419K Buy
5,524
+1,195
+28% +$86.8K 0.03% 370
2020
Q4 		$326K Buy
+4,329
New +$344K 0.03% 359

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

CreativeOne Wealth's D Position: Q1 2026 in Review

CreativeOne Wealth reduced its Dominion Energy (D) stake by 3.5% in Q1 2026, selling an estimated $14.6K and leaving 6,554 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #875.

CreativeOne Wealth first reported a position in D in Q4 2020 and has held it in 16 quarters since. The position peaked at $424K in Q2 2021. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • CreativeOne Wealth held 6,554 shares of Dominion Energy worth $405K as of Q1 2026.
  • CreativeOne Wealth sold 237 Dominion Energy shares in Q1 2026, an estimated $14.6K.
  • Dominion Energy made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #875 holding.
  • CreativeOne Wealth first reported a position in Dominion Energy in Q4 2020 and has held it in 16 quarters since.
  • CreativeOne Wealth's Dominion Energy position peaked at $424K in Q2 2021.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

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