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Flagship Wealth Advisors’s Dominion Energy D Stock Holding History

Flagship Wealth Advisors’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 		$51.9K Buy
760
+400
+111% +$26K 0.01% 266
2026
Q1 		$20.3K Sell
360
-400
-53% -$24.7K 0.01% 252
2025
Q4 		$44.5K Hold
760
– – 0.01% 229
2025
Q3 		$46.5K Buy
760
+400
+111% +$23.8K 0.02% 225
2025
Q2 		$20.3K Hold
360
– – 0.01% 268
2025
Q1 		$20.2K Hold
360
– – 0.01% 257
2024
Q4 		$19.4K Buy
+360
New +$20.5K 0.01% 250

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 $3.38T AUM 44.17% 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

Flagship Wealth Advisors's D Position: Q2 2026 in Review

Flagship Wealth Advisors increased its Dominion Energy (D) stake by 111% in Q2 2026, buying an estimated $26K and bringing the position to 760 shares worth $51.9K. The position accounts for 0.01% of the portfolio, ranked #266.

Flagship Wealth Advisors first reported a position in D in Q4 2024 and has held it in 7 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Flagship Wealth Advisors held 760 shares of Dominion Energy worth $51.9K as of Q2 2026.
  • Flagship Wealth Advisors bought 400 Dominion Energy shares in Q2 2026, an estimated $26K.
  • Dominion Energy made up 0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #266 holding.
  • Flagship Wealth Advisors first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.