EWM
D icon

Evolution Wealth Management’s Dominion Energy D Stock Holding History

Evolution Wealth Management’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 		$17.7K Buy
287
+187
+187% +$11.6K 0.01% 435
2025
Q4 		$5.86K Buy
+100
New +$6.02K ﹤0.01% 525
2025
Q3 		– Sell
-110
Closed -$6.22K – 613
2025
Q2 		$6.22K Buy
+110
New +$6.03K 0.01% 418

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolution Wealth Management's D Position: Q1 2026 in Review

Evolution Wealth Management increased its Dominion Energy (D) stake by 187% in Q1 2026, buying an estimated $11.6K and bringing the position to 287 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #435.

Evolution Wealth Management first reported a position in D in Q2 2025 and has held it in 3 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Evolution Wealth Management held 287 shares of Dominion Energy worth $17.7K as of Q1 2026.
  • Evolution Wealth Management bought 187 Dominion Energy shares in Q1 2026, an estimated $11.6K.
  • Dominion Energy made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #435 holding.
  • Evolution Wealth Management first reported a position in Dominion Energy in Q2 2025 and has held it in 3 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.