Envestnet Portfolio Solutions’s Dominion Energy D Stock Holding History

Envestnet Portfolio 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	$218K	Sell	3,192 -561	-15%	-$36.5K	﹤0.01%	1336
2026 Q1	$232K	Sell	3,753 -3,370	-47%	-$208K	﹤0.01%	1215
2025 Q4	$417K	Buy	7,123 +440	+7%	+$26.5K	﹤0.01%	1132
2025 Q3	$409K	Sell	6,683 -3,081	-32%	-$183K	﹤0.01%	1105
2025 Q2	$552K	Sell	9,764 -1,123	-10%	-$61.5K	﹤0.01%	1052
2025 Q1	$610K	Sell	10,887 -13,890	-56%	-$764K	﹤0.01%	971
2024 Q4	$1.33M	Sell	24,777 -20,046	-45%	-$1.14M	﹤0.01%	811
2024 Q3	$2.59M	Sell	44,823 -54,580	-55%	-$2.98M	0.01%	580
2024 Q2	$4.87M	Sell	99,403 -7,851	-7%	-$400K	0.02%	378
2024 Q1	$5.28M	Buy	107,254 +280	+0.3%	+$13.1K	0.02%	360
2023 Q4	$5.03M	Sell	106,974 -1,229	-1%	-$54.9K	0.02%	325
2023 Q3	$4.83M	Buy	+108,203	New	+$5.37M	0.02%	315

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions's D Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Dominion Energy (D) stake by 15% in Q2 2026, selling an estimated $36.5K and leaving 3,192 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Envestnet Portfolio Solutions first reported a position in D in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.28M in Q1 2024. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Envestnet Portfolio Solutions held 3,192 shares of Dominion Energy worth $218K as of Q2 2026.
Envestnet Portfolio Solutions sold 561 Dominion Energy shares in Q2 2026, an estimated $36.5K.
Dominion Energy made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1336 holding.
Envestnet Portfolio Solutions first reported a position in Dominion Energy in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Dominion Energy position peaked at $5.28M in Q1 2024.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.