GWMIA
D icon

Global Wealth Management Investment Advisory’s Dominion Energy D Stock Holding History

Global Wealth Management Investment Advisory’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 		$6.92M Buy
101,280
+1,599
+2% +$104K 0.98% 28
2026
Q1 		$6.16M Buy
99,681
+3,014
+3% +$186K 0.97% 29
2025
Q4 		$5.66M Buy
96,667
+18,481
+24% +$1.11M 0.91% 33
2025
Q3 		$4.78M Buy
78,186
+724
+0.9% +$43K 0.8% 39
2025
Q2 		$4.38M Sell
77,462
-2,852
-4% -$156K 0.82% 45
2025
Q1 		$4.5M Buy
80,314
+3,430
+4% +$189K 0.9% 38
2024
Q4 		$4.14M Buy
+76,884
New +$4.39M 0.85% 41
2024
Q1 		– Sell
-1,450
Closed -$68.2K – 211
2023
Q4 		$68.2K Buy
1,450
+92
+7% +$4.11K 0.02% 174
2023
Q3 		$60.7K Sell
1,358
-1
-0.1% -$50 0.02% 182
2023
Q2 		$70.4K Buy
+1,359
New +$73.9K 0.02% 176
2022
Q4 		– Sell
-28,092
Closed -$1.94M – 133
2022
Q3 		$1.94M Buy
28,092
+502
+2% +$40.5K 0.69% 54
2022
Q2 		$2.2M Buy
27,590
+1,674
+6% +$138K 0.74% 48
2022
Q1 		$2.2M Buy
25,916
+1,537
+6% +$123K 0.66% 55
2021
Q4 		$1.92M Buy
24,379
+1,043
+4% +$78.5K 0.58% 63
2021
Q3 		$1.7M Buy
23,336
+1,087
+5% +$82.9K 0.54% 65
2021
Q2 		$1.64M Buy
22,249
+678
+3% +$52.3K 0.54% 66
2021
Q1 		$1.64M Sell
21,571
-3,590
-14% -$261K 0.59% 61
2020
Q4 		$1.89M Buy
25,161
+788
+3% +$62.6K 0.73% 47
2020
Q3 		$1.92M Buy
24,373
+1,564
+7% +$123K 0.83% 41
2020
Q2 		$1.85M Buy
22,809
+133
+0.6% +$10.7K 0.79% 47
2020
Q1 		$1.64M Sell
22,676
-1,772
-7% -$145K 0.83% 46
2019
Q4 		$2.02M Buy
24,448
+833
+4% +$68.1K 0.86% 45
2019
Q3 		$1.91M Buy
23,615
+959
+4% +$74.2K 0.88% 47
2019
Q2 		$1.75M Buy
22,656
+1,523
+7% +$116K 0.85% 43
2019
Q1 		$1.62M Sell
21,133
-2,064
-9% -$151K 0.84% 44
2018
Q4 		$1.66M Buy
+23,197
New +$1.69M 0.96% 36

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

Global Wealth Management Investment Advisory's D Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Dominion Energy (D) stake by 1.6% in Q2 2026, buying an estimated $104K and bringing the position to 101,280 shares worth $6.92M. The position accounts for 0.98% of the portfolio, ranked #28.

Global Wealth Management Investment Advisory first reported a position in D in Q4 2018 and has held it in 26 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Global Wealth Management Investment Advisory held 101,280 shares of Dominion Energy worth $6.92M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 1,599 Dominion Energy shares in Q2 2026, an estimated $104K.
  • Dominion Energy made up 0.98% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #28 holding.
  • Global Wealth Management Investment Advisory first reported a position in Dominion Energy in Q4 2018 and has held it in 26 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.