DWM
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Dakota Wealth Management’s Dominion Energy D Stock Holding History

Dakota 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
Q2 		$2.46M Sell
36,090
-3,856
-10% -$251K 0.05% 275
2026
Q1 		$2.47M Sell
39,946
-2,554
-6% -$158K 0.05% 252
2025
Q4 		$2.49M Sell
42,500
-4,507
-10% -$272K 0.04% 255
2025
Q3 		$2.88M Sell
47,007
-2,555
-5% -$152K 0.06% 213
2025
Q2 		$2.8M Sell
49,562
-5,312
-10% -$291K 0.06% 221
2025
Q1 		$3.08M Sell
54,874
-1,449
-3% -$79.7K 0.07% 203
2024
Q4 		$3.03M Buy
56,323
+2,784
+5% +$159K 0.07% 209
2024
Q3 		$3.09M Sell
53,539
-291
-0.5% -$15.9K 0.07% 224
2024
Q2 		$2.64M Sell
53,830
-1,523
-3% -$77.6K 0.06% 229
2024
Q1 		$2.72M Buy
55,353
+16,137
+41% +$754K 0.07% 230
2023
Q4 		$1.84M Sell
39,216
-13,304
-25% -$594K 0.07% 227
2023
Q3 		$2.35M Buy
52,520
+722
+1% +$35.8K 0.1% 180
2023
Q2 		$2.68M Sell
51,798
-262
-0.5% -$14.2K 0.13% 147
2023
Q1 		$2.91M Buy
52,060
+7
+0% +$410 0.19% 121
2022
Q4 		$3.19M Buy
52,053
+1,949
+4% +$122K 0.23% 105
2022
Q3 		$3.46M Buy
50,104
+643
+1% +$51.9K 0.28% 87
2022
Q2 		$3.95M Sell
49,461
-355
-0.7% -$29.3K 0.36% 80
2022
Q1 		$4.23M Buy
+49,816
New +$4M 0.34% 89
2020
Q3 		– Sell
-5,328
Closed -$433K – 298
2020
Q2 		$433K Buy
+5,328
New +$427K 0.07% 180
2018
Q1 		– Sell
-2,631
Closed -$213K – 94
2017
Q4 		$213K Buy
+2,631
New +$213K 0.11% 74

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

Dakota Wealth Management's D Position: Q2 2026 in Review

Dakota Wealth Management reduced its Dominion Energy (D) stake by 9.7% in Q2 2026, selling an estimated $251K and leaving 36,090 shares worth $2.46M. The position accounts for 0.05% of the portfolio, ranked #275.

Dakota Wealth Management first reported a position in D in Q4 2017 and has held it in 20 quarters since. The position peaked at $4.23M in Q1 2022. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Dakota Wealth Management held 36,090 shares of Dominion Energy worth $2.46M as of Q2 2026.
  • Dakota Wealth Management sold 3,856 Dominion Energy shares in Q2 2026, an estimated $251K.
  • Dominion Energy made up 0.05% of Dakota Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Dakota Wealth Management first reported a position in Dominion Energy in Q4 2017 and has held it in 20 quarters since.
  • Dakota Wealth Management's Dominion Energy position peaked at $4.23M in Q1 2022.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.