GPW
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Genesis Private Wealth’s Dominion Energy D Stock Holding History

Genesis Private 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 		$268K Buy
3,922
+244
+7% +$15.9K 0.08% 149
2026
Q1 		$227K Sell
3,678
-80
-2% -$4.94K 0.07% 167
2025
Q4 		$220K Buy
3,758
+119
+3% +$7.17K 0.07% 163
2025
Q3 		$223K Buy
+3,639
New +$216K 0.09% 139

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

Genesis Private Wealth's D Position: Q2 2026 in Review

Genesis Private Wealth increased its Dominion Energy (D) stake by 6.6% in Q2 2026, buying an estimated $15.9K and bringing the position to 3,922 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #149.

Genesis Private Wealth first reported a position in D in Q3 2025 and has held it in 4 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Genesis Private Wealth held 3,922 shares of Dominion Energy worth $268K as of Q2 2026.
  • Genesis Private Wealth bought 244 Dominion Energy shares in Q2 2026, an estimated $15.9K.
  • Dominion Energy made up 0.08% of Genesis Private Wealth's portfolio in Q2 2026, its #149 holding.
  • Genesis Private Wealth first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.