FDW
D icon

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
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

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

Fourth Dimension Wealth's D Position: Q1 2026 in Review

Fourth Dimension Wealth increased its Dominion Energy (D) stake by 387% in Q1 2026, buying an estimated $216K and bringing the position to 4,396 shares worth $272K. The position accounts for 0.1% of the portfolio, ranked #120.

Fourth Dimension Wealth first reported a position in D in Q4 2024 and has held it in 6 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Fourth Dimension Wealth held 4,396 shares of Dominion Energy worth $272K as of Q1 2026.
  • Fourth Dimension Wealth bought 3,494 Dominion Energy shares in Q1 2026, an estimated $216K.
  • Dominion Energy made up 0.1% of Fourth Dimension Wealth's portfolio in Q1 2026, its #120 holding.
  • Fourth Dimension Wealth first reported a position in Dominion Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.