FC
D icon

Financial Consulate’s Dominion Energy D Stock Holding History

Financial Consulate’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 		$122K Buy
1,967
+210
+12% +$13K 0.02% 196
2025
Q4 		$103K Buy
1,757
+653
+59% +$39.3K 0.01% 231
2025
Q3 		$67.6K Buy
+1,104
New +$65.6K 0.01% 282
2022
Q3 		– Sell
-2,560
Closed -$204K – 119
2022
Q2 		$204K Buy
2,560
+11
+0.4% +$908 0.1% 118
2022
Q1 		$217K Buy
+2,549
New +$205K 0.08% 123

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

Financial Consulate's D Position: Q1 2026 in Review

Financial Consulate increased its Dominion Energy (D) stake by 12% in Q1 2026, buying an estimated $13K and bringing the position to 1,967 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #196.

Financial Consulate first reported a position in D in Q1 2022 and has held it in 5 quarters since. The position peaked at $217K in Q1 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Financial Consulate held 1,967 shares of Dominion Energy worth $122K as of Q1 2026.
  • Financial Consulate bought 210 Dominion Energy shares in Q1 2026, an estimated $13K.
  • Dominion Energy made up 0.02% of Financial Consulate's portfolio in Q1 2026, its #196 holding.
  • Financial Consulate first reported a position in Dominion Energy in Q1 2022 and has held it in 5 quarters since.
  • Financial Consulate's Dominion Energy position peaked at $217K in Q1 2022.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.