FFO
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Fortitude Family Office’s Dominion Energy D Stock Holding History

Fortitude Family Office’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 		$21.2K Buy
310
+75
+32% +$4.88K ﹤0.01% 507
2026
Q1 		$14.5K Buy
235
+127
+118% +$7.84K ﹤0.01% 530
2025
Q4 		$6.33K Sell
108
-2
-2% -$120 ﹤0.01% 733
2025
Q3 		$6.73K Hold
110
– – ﹤0.01% 706
2025
Q2 		$6.22K Sell
110
-1
-0.9% -$55 ﹤0.01% 716
2025
Q1 		$6.22K Sell
111
-2,539
-96% -$140K ﹤0.01% 669
2024
Q4 		$143K Sell
2,650
-88
-3% -$5.02K 0.05% 147
2024
Q3 		$158K Buy
2,738
+2,627
+2,367% +$144K 0.06% 124
2024
Q2 		$5.44K Hold
111
– – ﹤0.01% 561
2024
Q1 		$5.46K Hold
111
– – ﹤0.01% 563
2023
Q4 		$5.22K Buy
+111
New +$4.96K ﹤0.01% 609

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

Fortitude Family Office's D Position: Q2 2026 in Review

Fortitude Family Office increased its Dominion Energy (D) stake by 32% in Q2 2026, buying an estimated $4.88K and bringing the position to 310 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Fortitude Family Office first reported a position in D in Q4 2023 and has held it in 11 quarters since. The position peaked at $158K in Q3 2024. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Fortitude Family Office held 310 shares of Dominion Energy worth $21.2K as of Q2 2026.
  • Fortitude Family Office bought 75 Dominion Energy shares in Q2 2026, an estimated $4.88K.
  • Dominion Energy made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #507 holding.
  • Fortitude Family Office first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Dominion Energy position peaked at $158K in Q3 2024.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.