EPW
D icon

Evolve Private Wealth’s Dominion Energy D Stock Holding History

Evolve Private 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 		$293K Sell
4,295
-220
-5% -$14.3K 0.02% 733
2026
Q1 		$279K Buy
4,515
+382
+9% +$23.6K 0.01% 807
2025
Q4 		$242K Buy
+4,133
New +$249K 0.01% 808

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

Evolve Private Wealth's D Position: Q2 2026 in Review

Evolve Private Wealth reduced its Dominion Energy (D) stake by 4.9% in Q2 2026, selling an estimated $14.3K and leaving 4,295 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #733.

Evolve Private Wealth first reported a position in D in Q4 2025 and has held it in 3 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Evolve Private Wealth held 4,295 shares of Dominion Energy worth $293K as of Q2 2026.
  • Evolve Private Wealth sold 220 Dominion Energy shares in Q2 2026, an estimated $14.3K.
  • Dominion Energy made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #733 holding.
  • Evolve Private Wealth first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.