Dominguez Wealth Management Solutions
D icon

Dominguez Wealth Management Solutions’s Dominion Energy D Stock Holding History

Dominguez Wealth Management Solutions’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
Q3 		$949K Buy
15,684
+1,059
+7% +$71.1K 0.53% 32
2026
Q2 		$999K Buy
14,625
+130
+0.9% +$8.45K 0.55% 31
2026
Q1 		$896K Buy
14,495
+155
+1% +$9.6K 0.54% 32
2025
Q4 		$840K Buy
14,340
+156
+1% +$9.4K 0.51% 33
2025
Q3 		$868K Buy
14,184
+145
+1% +$8.62K 0.55% 32
2025
Q2 		$793K Buy
14,039
+157
+1% +$8.6K 0.55% 33
2025
Q1 		$778K Buy
13,882
+163
+1% +$8.96K 0.57% 33
2024
Q4 		$739K Sell
13,719
-5,449
-28% -$311K 0.54% 34
2024
Q3 		$1.11M Buy
19,168
+46
+0.2% +$2.51K 0.8% 25
2024
Q2 		$937K Buy
19,122
+53
+0.3% +$2.7K 0.71% 27
2024
Q1 		$938K Buy
19,069
+53
+0.3% +$2.48K 0.74% 30
2023
Q4 		$894K Sell
19,016
-15
-0.1% -$670 0.74% 29
2023
Q3 		$850K Hold
19,031
– – 0.79% 29
2023
Q2 		$986K Sell
19,031
-353
-2% -$19.2K 0.86% 26
2023
Q1 		$1.08M Buy
19,384
+42
+0.2% +$2.46K 0.99% 23
2022
Q4 		$1.19M Buy
+19,342
New +$1.21M 1.18% 19

Other funds holding D

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dominguez Wealth Management Solutions's D Position: Q3 2026 in Review

Dominguez Wealth Management Solutions increased its Dominion Energy (D) stake by 7.2% in Q3 2026, buying an estimated $71.1K and bringing the position to 15,684 shares worth $949K. The position accounts for 0.53% of the portfolio, ranked #32.

Dominguez Wealth Management Solutions first reported a position in D in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.19M in Q4 2022. 909 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Dominguez Wealth Management Solutions held 15,684 shares of Dominion Energy worth $949K as of Q3 2026.
  • Dominguez Wealth Management Solutions bought 1,059 Dominion Energy shares in Q3 2026, an estimated $71.1K.
  • Dominion Energy made up 0.53% of Dominguez Wealth Management Solutions's portfolio in Q3 2026, its #32 holding.
  • Dominguez Wealth Management Solutions first reported a position in Dominion Energy in Q4 2022 and has held it in 16 quarters since.
  • Dominguez Wealth Management Solutions's Dominion Energy position peaked at $1.19M in Q4 2022.
  • 909 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Dominguez Wealth Management Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.