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Fourth Dimension Wealth’s Dominion Energy D Stock Holding History

Fourth Dimension 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 		$287K Sell
4,203
-193
-4% -$12.5K 0.09% 134
2026
Q1 		$272K Buy
4,396
+3,494
+387% +$216K 0.1% 120
2025
Q4 		$52.8K Buy
902
+2
+0.2% +$120 0.02% 230
2025
Q3 		$55.1K Buy
900
+1
+0.1% +$59 0.02% 215
2025
Q2 		$50.8K Buy
899
+1
+0.1% +$55 0.02% 222
2025
Q1 		$50.3K Buy
898
+2
+0.2% +$110 0.02% 218
2024
Q4 		$48.3K Buy
+896
New +$51.1K 0.03% 226

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

Fourth Dimension Wealth's D Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its Dominion Energy (D) stake by 4.4% in Q2 2026, selling an estimated $12.5K and leaving 4,203 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #134.

Fourth Dimension Wealth first reported a position in D in Q4 2024 and has held it in 7 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Fourth Dimension Wealth held 4,203 shares of Dominion Energy worth $287K as of Q2 2026.
  • Fourth Dimension Wealth sold 193 Dominion Energy shares in Q2 2026, an estimated $12.5K.
  • Dominion Energy made up 0.09% of Fourth Dimension Wealth's portfolio in Q2 2026, its #134 holding.
  • Fourth Dimension Wealth first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.