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Founders Grove Wealth Partners’s Dominion Energy D Stock Holding History

Founders Grove Wealth Partners’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 		– Sell
-3,571
Closed -$209K – 167
2025
Q4 		$209K Buy
+3,571
New +$215K 0.05% 150
2025
Q2 		– Sell
-3,590
Closed -$201K – 130
2025
Q1 		$201K Buy
+3,590
New +$197K 0.06% 119

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

Founders Grove Wealth Partners's D Position: Q1 2026 in Review

Founders Grove Wealth Partners sold out of Dominion Energy (D) in Q1 2026, closing a stake of 3,571 shares — an estimated $209K sold.

Founders Grove Wealth Partners first reported a position in D in Q1 2025 and held it in 2 quarters. The position peaked at $209K in Q4 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Founders Grove Wealth Partners reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
  • Founders Grove Wealth Partners sold 3,571 Dominion Energy shares in Q1 2026, an estimated $209K.
  • Founders Grove Wealth Partners first reported a position in Dominion Energy in Q1 2025 and held it in 2 quarters.
  • Founders Grove Wealth Partners's Dominion Energy position peaked at $209K in Q4 2025.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.