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Founders Financial Alliance’s Dominion Energy D Stock Holding History

Founders Financial Alliance’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 		$1.07M Sell
15,655
-474
-3% -$30.8K 0.14% 144
2026
Q1 		$997K Buy
16,129
+1,811
+13% +$112K 0.18% 123
2025
Q4 		$839K Sell
14,318
-3,240
-18% -$195K 0.16% 124
2025
Q3 		$1.07M Buy
17,558
+9
+0.1% +$535 0.2% 105
2025
Q2 		$992K Sell
17,549
-407
-2% -$22.3K 0.23% 102
2025
Q1 		$1.01M Buy
17,956
+2,786
+18% +$153K 0.24% 93
2024
Q4 		$817K Buy
15,170
+69
+0.5% +$3.94K 0.22% 97
2024
Q3 		$873K Buy
15,101
+459
+3% +$25.1K 0.24% 93
2024
Q2 		$717K Buy
14,642
+61
+0.4% +$3.11K 0.21% 102
2024
Q1 		$717K Buy
14,581
+17
+0.1% +$794 0.22% 102
2023
Q4 		$685K Sell
14,564
-1,378
-9% -$61.5K 0.27% 84
2023
Q3 		$712K Sell
15,942
-564
-3% -$28K 0.31% 77
2023
Q2 		$855K Buy
16,506
+2,312
+16% +$126K 0.34% 68
2023
Q1 		$807K Sell
14,194
-1,185
-8% -$69.3K 0.4% 62
2022
Q4 		$943K Sell
15,379
-42
-0.3% -$2.64K 0.43% 61
2022
Q3 		$1.07M Buy
15,421
+9,064
+143% +$732K 0.54% 46
2022
Q2 		$507K Sell
6,357
-9,186
-59% -$759K 0.26% 91
2022
Q1 		$1.32M Sell
15,543
-238
-2% -$19.1K 0.59% 43
2021
Q4 		$1.24M Sell
15,781
-788
-5% -$59.3K 0.5% 53
2021
Q3 		$1.21M Sell
16,569
-25
-0.2% -$1.91K 0.57% 43
2021
Q2 		$1.22M Buy
16,594
+67
+0.4% +$5.17K 0.56% 44
2021
Q1 		$1.27M Sell
16,527
-461
-3% -$33.5K 0.63% 34
2020
Q4 		$1.28M Buy
16,988
+2,756
+19% +$219K 0.72% 33
2020
Q3 		$1.13M Buy
+14,232
New +$1.12M 0.68% 30

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

Founders Financial Alliance's D Position: Q2 2026 in Review

Founders Financial Alliance reduced its Dominion Energy (D) stake by 2.9% in Q2 2026, selling an estimated $30.8K and leaving 15,655 shares worth $1.07M. The position accounts for 0.14% of the portfolio, ranked #144.

Founders Financial Alliance first reported a position in D in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.32M in Q1 2022. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Founders Financial Alliance held 15,655 shares of Dominion Energy worth $1.07M as of Q2 2026.
  • Founders Financial Alliance sold 474 Dominion Energy shares in Q2 2026, an estimated $30.8K.
  • Dominion Energy made up 0.14% of Founders Financial Alliance's portfolio in Q2 2026, its #144 holding.
  • Founders Financial Alliance first reported a position in Dominion Energy in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's Dominion Energy position peaked at $1.32M in Q1 2022.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.