DWP
D icon

Daymark Wealth Partners’s Dominion Energy D Stock Holding History

Daymark Wealth Partners’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 		$820K Sell
13,262
-4,203
-24% -$260K 0.03% 332
2025
Q4 		$1.02M Sell
17,465
-1,109
-6% -$66.8K 0.03% 281
2025
Q3 		$1.14M Buy
18,574
+493
+3% +$29.3K 0.04% 263
2025
Q2 		$1.02M Sell
18,081
-1,038
-5% -$56.9K 0.04% 260
2025
Q1 		$1.07M Sell
19,119
-868
-4% -$47.7K 0.05% 228
2024
Q4 		$1.08M Buy
19,987
+8,109
+68% +$463K 0.05% 230
2024
Q3 		$686K Sell
11,878
-268
-2% -$14.6K 0.03% 294
2024
Q2 		$595K Buy
12,146
+1,562
+15% +$79.6K 0.03% 301
2024
Q1 		$521K Buy
10,584
+432
+4% +$20.2K 0.03% 264
2023
Q4 		$477K Sell
10,152
-292
-3% -$13K 0.03% 261
2023
Q3 		$467K Buy
10,444
+106
+1% +$5.26K 0.03% 251
2023
Q2 		$535K Buy
10,338
+4,323
+72% +$235K 0.04% 227
2023
Q1 		$336K Buy
6,015
+444
+8% +$26K 0.04% 227
2022
Q4 		$342K Buy
+5,571
New +$350K 0.06% 172

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

Daymark Wealth Partners's D Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Dominion Energy (D) stake by 24% in Q1 2026, selling an estimated $260K and leaving 13,262 shares worth $820K. The position accounts for 0.03% of the portfolio, ranked #332.

Daymark Wealth Partners first reported a position in D in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.14M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Daymark Wealth Partners held 13,262 shares of Dominion Energy worth $820K as of Q1 2026.
  • Daymark Wealth Partners sold 4,203 Dominion Energy shares in Q1 2026, an estimated $260K.
  • Dominion Energy made up 0.03% of Daymark Wealth Partners's portfolio in Q1 2026, its #332 holding.
  • Daymark Wealth Partners first reported a position in Dominion Energy in Q4 2022 and has held it in 14 quarters since.
  • Daymark Wealth Partners's Dominion Energy position peaked at $1.14M in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.