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CrossGen Wealth’s Dominion Energy D Stock Holding History

CrossGen 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
Q2 		$24.7K Hold
361
– – 0.02% 121
2026
Q1 		$22.3K Sell
361
-414
-53% -$25.6K 0.02% 123
2025
Q4 		$45.4K Buy
+775
New +$46.7K 0.04% 104

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CrossGen Wealth's D Position: Q2 2026 in Review

CrossGen Wealth held its Dominion Energy (D) position steady in Q2 2026 at 361 shares worth $24.7K. The position accounts for 0.02% of the portfolio, ranked #121.

CrossGen Wealth first reported a position in D in Q4 2025 and has held it in 3 quarters since. The position peaked at $45.4K in Q4 2025. 1,548 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • CrossGen Wealth held 361 shares of Dominion Energy worth $24.7K as of Q2 2026.
  • CrossGen Wealth left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.02% of CrossGen Wealth's portfolio in Q2 2026, its #121 holding.
  • CrossGen Wealth first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
  • CrossGen Wealth's Dominion Energy position peaked at $45.4K in Q4 2025.
  • 1,548 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.