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Dogwood Wealth Management’s Dominion Energy D Stock Holding History

Dogwood 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 		$16.7K Buy
244
+59
+32% +$3.84K 0.01% 281
2026
Q1 		$11.4K Buy
185
+47
+34% +$2.9K 0.01% 318
2025
Q4 		$8.09K Buy
138
+7
+5% +$422 ﹤0.01% 332
2025
Q3 		$8.01K Buy
131
+9
+7% +$535 ﹤0.01% 307
2025
Q2 		$6.87K Buy
122
+116
+1,933% +$6.36K ﹤0.01% 354
2025
Q1 		$336 Buy
+6
New +$330 ﹤0.01% 487
2024
Q3 		– Hold
0
– – – 298
2024
Q2 		– Hold
0
– – – 350
2024
Q1 		– Hold
0
– – – 343
2023
Q4 		– Hold
0
– – – 327

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

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

Dogwood Wealth Management increased its Dominion Energy (D) stake by 32% in Q2 2026, buying an estimated $3.84K and bringing the position to 244 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #281.

Dogwood Wealth Management first reported a position in D in Q1 2025 and has held it in 6 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Dogwood Wealth Management held 244 shares of Dominion Energy worth $16.7K as of Q2 2026.
  • Dogwood Wealth Management bought 59 Dominion Energy shares in Q2 2026, an estimated $3.84K.
  • Dominion Energy made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #281 holding.
  • Dogwood Wealth Management first reported a position in Dominion Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.