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
Q2 		$17.5K Sell
256
-31
-11% -$2.02K 0.01% 487
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

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

Evolution Wealth Management's D Position: Q2 2026 in Review

Evolution Wealth Management reduced its Dominion Energy (D) stake by 11% in Q2 2026, selling an estimated $2.02K and leaving 256 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #487.

Evolution Wealth Management first reported a position in D in Q2 2025 and has held it in 4 quarters since. The position peaked at $17.7K in Q1 2026. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Evolution Wealth Management held 256 shares of Dominion Energy worth $17.5K as of Q2 2026.
  • Evolution Wealth Management sold 31 Dominion Energy shares in Q2 2026, an estimated $2.02K.
  • Dominion Energy made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #487 holding.
  • Evolution Wealth Management first reported a position in Dominion Energy in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Dominion Energy position peaked at $17.7K in Q1 2026.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.