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Evoke Wealth’s Dominion Energy D Stock Holding History

Evoke Wealth’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 		– Sell
-3,885
Closed -$240K – 139
2026
Q1 		$240K Buy
3,885
+41
+1% +$2.53K ﹤0.01% 604
2025
Q4 		$225K Sell
3,844
-2,399
-38% -$145K ﹤0.01% 602
2025
Q3 		$382K Buy
6,243
+96
+2% +$5.71K 0.01% 438
2025
Q2 		$347K Buy
6,147
+1,829
+42% +$100K 0.01% 425
2025
Q1 		$242K Buy
+4,318
New +$237K 0.01% 390
2024
Q4 		– Sell
-3,535
Closed -$204K – 439
2024
Q3 		$204K Buy
+3,535
New +$193K 0.01% 394
2022
Q4 		– Sell
-2,504
Closed -$173K – 550
2022
Q3 		$173K Sell
2,504
-10
-0.4% -$807 0.01% 343
2022
Q2 		$201K Buy
2,514
+37
+1% +$3.06K 0.01% 311
2022
Q1 		$210K Buy
2,477
+41
+2% +$3.29K 0.01% 346
2021
Q4 		$191K Buy
2,436
+6
+0.2% +$451 0.01% 371
2021
Q3 		$177K Sell
2,430
-6
-0.2% -$458 0.01% 356
2021
Q2 		$179K Sell
2,436
-43
-2% -$3.32K 0.01% 367
2021
Q1 		$188K Buy
2,479
+36
+1% +$2.62K 0.01% 313
2020
Q4 		$184K Sell
2,443
-465
-16% -$36.9K 0.01% 241
2020
Q3 		$230K Sell
2,908
-37
-1% -$2.91K 0.02% 196
2020
Q2 		$239K Sell
2,945
-2,831
-49% -$227K 0.02% 181
2020
Q1 		$417K Sell
5,776
-3,491
-38% -$285K 0.06% 111
2019
Q4 		$767K Buy
9,267
+305
+3% +$24.9K 0.1% 92
2019
Q3 		$726K Buy
+8,962
New +$693K 0.09% 117

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

Evoke Wealth's D Position: Q2 2026 in Review

Evoke Wealth sold out of Dominion Energy (D) in Q2 2026, closing a stake of 3,885 shares — an estimated $240K sold.

Evoke Wealth first reported a position in D in Q3 2019 and held it in 19 quarters. The position peaked at $767K in Q4 2019. 1,550 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Evoke Wealth reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 3,885 Dominion Energy shares in Q2 2026, an estimated $240K.
  • Evoke Wealth first reported a position in Dominion Energy in Q3 2019 and held it in 19 quarters.
  • Evoke Wealth's Dominion Energy position peaked at $767K in Q4 2019.
  • 1,550 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.