Diversify Wealth Management’s Dominion Energy D Stock Holding History

Diversify 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 Q1	$1.38M	Buy	+22,121	New	+$1.37M	0.02%	487

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diversify Wealth Management's D Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Dominion Energy (D) in Q1 2026: 22,121 shares worth $1.38M. The stake represents 0.02% of the portfolio and ranks #487 among its holdings.

1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Diversify Wealth Management held 22,121 shares of Dominion Energy worth $1.38M as of Q1 2026.
Dominion Energy was a new Diversify Wealth Management position in Q1 2026.
Dominion Energy made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #487 holding.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.