FA
D icon

Fiduciary Alliance’s Dominion Energy D Stock Holding History

Fiduciary Alliance’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 		$470K Sell
6,881
-559
-8% -$36.3K 0.03% 374
2026
Q1 		$464K Buy
7,440
+21
+0.3% +$1.3K 0.03% 380
2025
Q4 		$435K Buy
7,419
+272
+4% +$16.4K 0.03% 359
2025
Q3 		$437K Buy
7,147
+424
+6% +$25.2K 0.03% 363
2025
Q2 		$380K Buy
6,723
+1,639
+32% +$89.8K 0.03% 356
2025
Q1 		$285K Sell
5,084
-146
-3% -$8.03K 0.03% 323
2024
Q4 		$282K Buy
+5,230
New +$298K 0.03% 296
2023
Q3 		– Sell
-729
Closed -$37.8K – 334
2023
Q2 		$37.8K Buy
+729
New +$39.6K 0.01% 346
2023
Q1 		– Sell
-335
Closed -$20.6K – 309
2022
Q4 		$20.6K Buy
+335
New +$21K 0.01% 311

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

Fiduciary Alliance's D Position: Q2 2026 in Review

Fiduciary Alliance reduced its Dominion Energy (D) stake by 7.5% in Q2 2026, selling an estimated $36.3K and leaving 6,881 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #374.

Fiduciary Alliance first reported a position in D in Q4 2022 and has held it in 9 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Fiduciary Alliance held 6,881 shares of Dominion Energy worth $470K as of Q2 2026.
  • Fiduciary Alliance sold 559 Dominion Energy shares in Q2 2026, an estimated $36.3K.
  • Dominion Energy made up 0.03% of Fiduciary Alliance's portfolio in Q2 2026, its #374 holding.
  • Fiduciary Alliance first reported a position in Dominion Energy in Q4 2022 and has held it in 9 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.