Golden State Equity Partners’s Dominion Energy D Stock Holding History

Golden State Equity Partners’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	$58.1K	Sell	851 -1,948	-70%	-$127K	0.16%	82
2026 Q1	$173K	Buy	+2,799	New	+$173K	0.01%	649
2024 Q4	–	Sell	-159	Closed	-$9.19K	–	546
2024 Q3	$9.19K	Buy	+159	New	+$8.69K	﹤0.01%	589
2023 Q4	–	Sell	-4,494	Closed	-$201K	–	365
2023 Q3	$201K	Buy	4,494 +435	+11%	+$21.6K	0.06%	317
2023 Q2	$210K	Buy	+4,059	New	+$221K	0.06%	342
2022 Q1	$649K	Buy	7,635 +129	+2%	+$10.4K	0.33%	89
2021 Q4	$590K	Sell	7,506 -124	-2%	-$9.33K	0.3%	82
2021 Q3	$557K	Buy	+7,630	New	+$582K	0.23%	104

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

Golden State Equity Partners's D Position: Q2 2026 in Review

Golden State Equity Partners reduced its Dominion Energy (D) stake by 70% in Q2 2026, selling an estimated $127K and leaving 851 shares worth $58.1K. The position accounts for 0.16% of the portfolio, ranked #82.

Golden State Equity Partners first reported a position in D in Q3 2021 and has held it in 8 quarters since. The position peaked at $649K in Q1 2022. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Golden State Equity Partners held 851 shares of Dominion Energy worth $58.1K as of Q2 2026.
Golden State Equity Partners sold 1,948 Dominion Energy shares in Q2 2026, an estimated $127K.
Dominion Energy made up 0.16% of Golden State Equity Partners's portfolio in Q2 2026, its #82 holding.
Golden State Equity Partners first reported a position in Dominion Energy in Q3 2021 and has held it in 8 quarters since.
Golden State Equity Partners's Dominion Energy position peaked at $649K in Q1 2022.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.