DWMS
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
Q2 		$999K Buy
14,625
+130
+0.9% +$8.45K 0.55% 31
2026
Q1 		$896K Buy
14,495
+155
+1% +$9.57K 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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Dominguez Wealth Management Solutions's D Position: Q2 2026 in Review

Dominguez Wealth Management Solutions increased its Dominion Energy (D) stake by 0.9% in Q2 2026, buying an estimated $8.45K and bringing the position to 14,625 shares worth $999K. The position accounts for 0.55% of the portfolio, ranked #31.

Dominguez Wealth Management Solutions first reported a position in D in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.19M in Q4 2022. 301 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Dominguez Wealth Management Solutions held 14,625 shares of Dominion Energy worth $999K as of Q2 2026.
  • Dominguez Wealth Management Solutions bought 130 Dominion Energy shares in Q2 2026, an estimated $8.45K.
  • Dominion Energy made up 0.55% of Dominguez Wealth Management Solutions's portfolio in Q2 2026, its #31 holding.
  • Dominguez Wealth Management Solutions first reported a position in Dominion Energy in Q4 2022 and has held it in 15 quarters since.
  • Dominguez Wealth Management Solutions's Dominion Energy position peaked at $1.19M in Q4 2022.
  • 301 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Dominguez Wealth Management Solutions's 13F filing for Q2 2026, filed 9 Jul 2026.