DWS
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Dynamic Wealth Strategies’s Dominion Energy D Stock Holding History

Dynamic Wealth Strategies’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 		$27.5K Sell
402
-24
-6% -$1.56K 0.01% 191
2026
Q1 		$26.3K Hold
426
– – 0.02% 187
2025
Q4 		$25K Hold
426
– – 0.01% 170
2025
Q3 		$26.1K Hold
426
– – 0.02% 158
2025
Q2 		$24.1K Hold
426
– – 0.02% 157
2025
Q1 		$23.9K Buy
+426
New +$23.4K 0.02% 169
2024
Q4 		– Sell
-2,630
Closed -$152K – 108
2024
Q3 		$152K Sell
2,630
-155
-6% -$8.47K 0.12% 82
2024
Q2 		$136K Buy
2,785
+14
+0.5% +$713 0.12% 85
2024
Q1 		$136K Buy
2,771
+154
+6% +$7.19K 0.12% 87
2023
Q4 		$123K Buy
+2,617
New +$117K 0.11% 83

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

Dynamic Wealth Strategies's D Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its Dominion Energy (D) stake by 5.6% in Q2 2026, selling an estimated $1.56K and leaving 402 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #191.

Dynamic Wealth Strategies first reported a position in D in Q4 2023 and has held it in 10 quarters since. The position peaked at $152K in Q3 2024. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Dynamic Wealth Strategies held 402 shares of Dominion Energy worth $27.5K as of Q2 2026.
  • Dynamic Wealth Strategies sold 24 Dominion Energy shares in Q2 2026, an estimated $1.56K.
  • Dominion Energy made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #191 holding.
  • Dynamic Wealth Strategies first reported a position in Dominion Energy in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Dominion Energy position peaked at $152K in Q3 2024.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.