DWM
D icon

Drive Wealth Management’s Dominion Energy D Stock Holding History

Drive 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 		$268K Buy
3,924
+217
+6% +$14.1K 0.05% 337
2026
Q1 		$229K Buy
3,707
+57
+2% +$3.52K 0.05% 318
2025
Q4 		$214K Sell
3,650
-108
-3% -$6.51K 0.04% 349
2025
Q3 		$230K Buy
3,758
+162
+5% +$9.63K 0.05% 298
2025
Q2 		$203K Buy
+3,596
New +$197K 0.04% 318

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

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

Drive Wealth Management increased its Dominion Energy (D) stake by 5.9% in Q2 2026, buying an estimated $14.1K and bringing the position to 3,924 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #337.

Drive Wealth Management first reported a position in D in Q2 2025 and has held it in 5 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Drive Wealth Management held 3,924 shares of Dominion Energy worth $268K as of Q2 2026.
  • Drive Wealth Management bought 217 Dominion Energy shares in Q2 2026, an estimated $14.1K.
  • Dominion Energy made up 0.05% of Drive Wealth Management's portfolio in Q2 2026, its #337 holding.
  • Drive Wealth Management first reported a position in Dominion Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.