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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dynamic Wealth Strategies's D Position: Q1 2026 in Review

Dynamic Wealth Strategies held its Dominion Energy (D) position steady in Q1 2026 at 426 shares worth $26.3K. The position accounts for 0.02% of the portfolio, ranked #187.

Dynamic Wealth Strategies first reported a position in D in Q4 2023 and has held it in 9 quarters since. The position peaked at $152K in Q3 2024. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Dynamic Wealth Strategies held 426 shares of Dominion Energy worth $26.3K as of Q1 2026.
Dynamic Wealth Strategies left its Dominion Energy share count unchanged in Q1 2026.
Dominion Energy made up 0.02% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #187 holding.
Dynamic Wealth Strategies first reported a position in Dominion Energy in Q4 2023 and has held it in 9 quarters since.
Dynamic Wealth Strategies's Dominion Energy position peaked at $152K in Q3 2024.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.