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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
Q2 		$1.17M Buy
17,184
+3,922
+30% +$255K 0.03% 316
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

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

Daymark Wealth Partners's D Position: Q2 2026 in Review

Daymark Wealth Partners increased its Dominion Energy (D) stake by 30% in Q2 2026, buying an estimated $255K and bringing the position to 17,184 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #316.

Daymark Wealth Partners first reported a position in D in Q4 2022 and has held it in 15 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Daymark Wealth Partners held 17,184 shares of Dominion Energy worth $1.17M as of Q2 2026.
  • Daymark Wealth Partners bought 3,922 Dominion Energy shares in Q2 2026, an estimated $255K.
  • Dominion Energy made up 0.03% of Daymark Wealth Partners's portfolio in Q2 2026, its #316 holding.
  • Daymark Wealth Partners first reported a position in Dominion Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.