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
Q2 		$52M Buy
760,846
+99,024
+15% +$6.44M 0.05% 309
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

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

Focus Partners Wealth's D Position: Q2 2026 in Review

Focus Partners Wealth increased its Dominion Energy (D) stake by 15% in Q2 2026, buying an estimated $6.44M and bringing the position to 760,846 shares worth $52M. The position accounts for 0.05% of the portfolio, ranked #309.

Focus Partners Wealth first reported a position in D in Q4 2023 and has held it in 11 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Focus Partners Wealth held 760,846 shares of Dominion Energy worth $52M as of Q2 2026.
  • Focus Partners Wealth bought 99,024 Dominion Energy shares in Q2 2026, an estimated $6.44M.
  • Dominion Energy made up 0.05% of Focus Partners Wealth's portfolio in Q2 2026, its #309 holding.
  • Focus Partners Wealth first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.