Ethos Financial Group’s Dominion Energy D Stock Holding History

Ethos Financial Group’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	$2.16M	Sell	31,620 -7,480	-19%	-$486K	0.14%	134
2026 Q1	$2.3M	Buy	39,100 +1,453	+4%	+$89.7K	0.17%	123
2025 Q4	$2.21M	Sell	37,647 -1,905	-5%	-$115K	0.16%	128
2025 Q3	$2.42M	Buy	39,552 +771	+2%	+$45.8K	0.19%	113
2025 Q2	$2.19M	Buy	38,781 +3,806	+11%	+$209K	0.19%	113
2025 Q1	$1.96M	Buy	+34,975	New	+$1.92M	0.19%	115

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

Ethos Financial Group's D Position: Q2 2026 in Review

Ethos Financial Group reduced its Dominion Energy (D) stake by 19% in Q2 2026, selling an estimated $486K and leaving 31,620 shares worth $2.16M. The position accounts for 0.14% of the portfolio, ranked #134.

Ethos Financial Group first reported a position in D in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.42M in Q3 2025. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Ethos Financial Group held 31,620 shares of Dominion Energy worth $2.16M as of Q2 2026.
Ethos Financial Group sold 7,480 Dominion Energy shares in Q2 2026, an estimated $486K.
Dominion Energy made up 0.14% of Ethos Financial Group's portfolio in Q2 2026, its #134 holding.
Ethos Financial Group first reported a position in Dominion Energy in Q1 2025 and has held it in 6 quarters since.
Ethos Financial Group's Dominion Energy position peaked at $2.42M in Q3 2025.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.