DWM
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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
Q2 		$1.5M Sell
21,346
-775
-4% -$50.4K 0.03% 505
2026
Q1 		$1.38M Buy
+22,121
New +$1.37M 0.02% 487

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 $3.38T AUM 44.17% 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

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

Diversify Wealth Management reduced its Dominion Energy (D) stake by 3.5% in Q2 2026, selling an estimated $50.4K and leaving 21,346 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #505.

Diversify Wealth Management first reported a position in D in Q1 2026 and has held it in 2 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Diversify Wealth Management held 21,346 shares of Dominion Energy worth $1.5M as of Q2 2026.
  • Diversify Wealth Management sold 775 Dominion Energy shares in Q2 2026, an estimated $50.4K.
  • Dominion Energy made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #505 holding.
  • Diversify Wealth Management first reported a position in Dominion Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.