Financial Gravity Asset Management’s Dominion Energy D Stock Holding History

Financial Gravity Asset 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	$109K	Hold	1,757	–	–	0.02%	217
2025 Q4	$103K	Sell	1,757 -121	-6%	-$7.29K	0.02%	175
2025 Q3	$115K	Buy	+1,878	New	+$112K	0.02%	207
2025 Q1	$98.5K	Buy	+1,757	New	+$96.6K	0.02%	225
2024 Q2	$91.8K	Hold	1,873	–	–	0.02%	196
2024 Q1	$88K	Hold	1,873	–	–	0.02%	205
2023 Q4	$88K	Buy	+1,873	New	+$83.6K	0.02%	205
2019 Q4	$99K	Buy	+195	New	+$15.9K	0.07%	324
2019 Q3	–	Sell	-167	Closed	-$13K	–	1257
2019 Q2	$13K	Buy	167 +40	+31%	+$3.05K	0.01%	537
2019 Q1	$10K	Buy	+127	New	+$9.28K	0.01%	549
2018 Q3	$1K	Hold	20	–	–	﹤0.01%	1104
2018 Q2	$1K	Sell	20 -2	-9%	-$130	﹤0.01%	1128
2018 Q1	$1K	Buy	+22	New	+$1.63K	﹤0.01%	1102

Other funds holding D

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's D Position: Q1 2026 in Review

Financial Gravity Asset Management held its Dominion Energy (D) position steady in Q1 2026 at 1,757 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #217.

Financial Gravity Asset Management first reported a position in D in Q1 2018 and has held it in 13 quarters since. The position peaked at $115K in Q3 2025. 1,486 funds tracked by Wall St. Rank hold D as of Q1 2026.

Financial Gravity Asset Management held 1,757 shares of Dominion Energy worth $109K as of Q1 2026.
Financial Gravity Asset Management left its Dominion Energy share count unchanged in Q1 2026.
Dominion Energy made up 0.02% of Financial Gravity Asset Management's portfolio in Q1 2026, its #217 holding.
Financial Gravity Asset Management first reported a position in Dominion Energy in Q1 2018 and has held it in 13 quarters since.
Financial Gravity Asset Management's Dominion Energy position peaked at $115K in Q3 2025.
1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.