GeoWealth Management’s Dominion Energy D Stock Holding History

GeoWealth 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 Q2	$236K	Buy	3,449 +114	+3%	+$7.41K	0.01%	729
2026 Q1	$206K	Buy	+3,335	New	+$206K	0.01%	714
2025 Q3	–	Sell	-3,324	Closed	-$188K	–	862
2025 Q2	$188K	Sell	3,324 -278	-8%	-$15.2K	0.01%	676
2025 Q1	$202K	Sell	3,602 -900	-20%	-$49.5K	0.01%	656
2024 Q4	$242K	Buy	4,502 +1,377	+44%	+$78.6K	0.01%	688
2024 Q3	$181K	Sell	3,125 -212	-6%	-$11.6K	0.01%	748
2024 Q2	$164K	Buy	+3,337	New	+$170K	0.01%	728
2024 Q1	–	Sell	-3,808	Closed	-$179K	–	857
2023 Q4	$179K	Buy	+3,808	New	+$170K	0.01%	521

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GeoWealth Management's D Position: Q2 2026 in Review

GeoWealth Management increased its Dominion Energy (D) stake by 3.4% in Q2 2026, buying an estimated $7.41K and bringing the position to 3,449 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #729.

GeoWealth Management first reported a position in D in Q4 2023 and has held it in 8 quarters since. The position peaked at $242K in Q4 2024. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

GeoWealth Management held 3,449 shares of Dominion Energy worth $236K as of Q2 2026.
GeoWealth Management bought 114 Dominion Energy shares in Q2 2026, an estimated $7.41K.
Dominion Energy made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #729 holding.
GeoWealth Management first reported a position in Dominion Energy in Q4 2023 and has held it in 8 quarters since.
GeoWealth Management's Dominion Energy position peaked at $242K in Q4 2024.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.