FIM
D icon

FWL Investment Management’s Dominion Energy D Stock Holding History

FWL Investment Management’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 		$92.1K Hold
1,490
– – 0.02% 137
2025
Q4 		$87.3K Sell
1,490
-873
-37% -$52.6K 0.02% 124
2025
Q3 		$145K Buy
2,363
+1,160
+96% +$69K 0.04% 98
2025
Q2 		$68K Sell
1,203
-187
-13% -$10.2K 0.02% 137
2025
Q1 		$77.9K Hold
1,390
– – 0.03% 124
2024
Q4 		$74.9K Sell
1,390
-750
-35% -$42.8K 0.03% 129
2024
Q3 		$124K Buy
2,140
+750
+54% +$41K 0.05% 88
2024
Q2 		$68.1K Hold
1,390
– – 0.03% 83
2024
Q1 		$68.4K Sell
1,390
-2,745
-66% -$128K 0.04% 82
2023
Q4 		$194K Buy
+4,135
New +$185K 0.11% 47

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

FWL Investment Management's D Position: Q1 2026 in Review

FWL Investment Management held its Dominion Energy (D) position steady in Q1 2026 at 1,490 shares worth $92.1K. The position accounts for 0.02% of the portfolio, ranked #137.

FWL Investment Management first reported a position in D in Q4 2023 and has held it in 10 quarters since. The position peaked at $194K in Q4 2023. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • FWL Investment Management held 1,490 shares of Dominion Energy worth $92.1K as of Q1 2026.
  • FWL Investment Management left its Dominion Energy share count unchanged in Q1 2026.
  • Dominion Energy made up 0.02% of FWL Investment Management's portfolio in Q1 2026, its #137 holding.
  • FWL Investment Management first reported a position in Dominion Energy in Q4 2023 and has held it in 10 quarters since.
  • FWL Investment Management's Dominion Energy position peaked at $194K in Q4 2023.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.