Evergreen Wealth Solutions’s Dominion Energy D Stock Holding History

Evergreen Wealth 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	$411K	Buy	+5,996	New	+$390K	0.02%	366

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

Evergreen Wealth Solutions's D Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in Dominion Energy (D) in Q2 2026: 5,996 shares worth $411K. The stake represents 0.02% of the portfolio and ranks #366 among its holdings.

1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Evergreen Wealth Solutions held 5,996 shares of Dominion Energy worth $411K as of Q2 2026.
Dominion Energy was a new Evergreen Wealth Solutions position in Q2 2026.
Dominion Energy made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #366 holding.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.