Focus Partners Wealth
D icon

Focus Partners Wealth’s Dominion Energy D Stock Holding History

Focus Partners 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
Q1 		$40.9M Buy
661,822
+153,481
+30% +$9.48M 0.05% 333
2025
Q4 		$30.2M Buy
508,341
+84,157
+20% +$5.07M 0.03% 394
2025
Q3 		$26M Buy
424,184
+155,979
+58% +$9.27M 0.04% 345
2025
Q2 		$15.2M Buy
268,205
+4,660
+2% +$255K 0.03% 420
2025
Q1 		$14.8M Buy
263,545
+29,470
+13% +$1.62M 0.04% 390
2024
Q4 		$12.6M Buy
234,075
+107,197
+84% +$6.12M 0.03% 411
2024
Q3 		$7.33M Buy
126,878
+90,975
+253% +$4.97M 0.02% 469
2024
Q2 		$1.76M Buy
35,903
+28,381
+377% +$1.45M 0.01% 678
2024
Q1 		$370K Buy
7,522
+863
+13% +$40.3K ﹤0.01% 787
2023
Q4 		$313K Buy
+6,659
New +$297K ﹤0.01% 656

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

Focus Partners Wealth's D Position: Q1 2026 in Review

Focus Partners Wealth increased its Dominion Energy (D) stake by 30% in Q1 2026, buying an estimated $9.48M and bringing the position to 661,822 shares worth $40.9M. The position accounts for 0.05% of the portfolio, ranked #333.

Focus Partners Wealth first reported a position in D in Q4 2023 and has held it in 10 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Focus Partners Wealth held 661,822 shares of Dominion Energy worth $40.9M as of Q1 2026.
  • Focus Partners Wealth bought 153,481 Dominion Energy shares in Q1 2026, an estimated $9.48M.
  • Dominion Energy made up 0.05% of Focus Partners Wealth's portfolio in Q1 2026, its #333 holding.
  • Focus Partners Wealth first reported a position in Dominion Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.