Golden State Wealth Management’s Dominion Energy D Stock Holding History

Golden State Wealth 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	$44.2K	Buy	647 +378	+141%	+$24.6K	﹤0.01%	756
2026 Q1	$16.6K	Hold	269	–	–	﹤0.01%	955
2025 Q4	$15.8K	Hold	269	–	–	﹤0.01%	981
2025 Q3	$16.5K	Hold	269	–	–	﹤0.01%	960
2025 Q2	$15.2K	Sell	269 -13	-5%	-$712	﹤0.01%	955
2025 Q1	$15.8K	Hold	282	–	–	﹤0.01%	863
2024 Q4	$15.2K	Buy	+282	New	+$16.1K	﹤0.01%	838
2020 Q2	–	Sell	-2,771	Closed	-$200K	–	333
2020 Q1	$200K	Buy	+2,771	New	+$226K	0.09%	156
2019 Q4	–	Sell	-2,629	Closed	-$213K	–	235
2019 Q3	$213K	Buy	2,629 +2,601	+9,289%	+$201K	0.07%	192
2019 Q2	$2K	Sell	28 -32	-53%	-$2.44K	﹤0.01%	971
2019 Q1	$5K	Buy	+60	New	+$4.38K	﹤0.01%	894

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 Wealth Management's D Position: Q2 2026 in Review

Golden State Wealth Management increased its Dominion Energy (D) stake by 141% in Q2 2026, buying an estimated $24.6K and bringing the position to 647 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Golden State Wealth Management first reported a position in D in Q1 2019 and has held it in 11 quarters since. The position peaked at $213K in Q3 2019. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Golden State Wealth Management held 647 shares of Dominion Energy worth $44.2K as of Q2 2026.
Golden State Wealth Management bought 378 Dominion Energy shares in Q2 2026, an estimated $24.6K.
Dominion Energy made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #756 holding.
Golden State Wealth Management first reported a position in Dominion Energy in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Dominion Energy position peaked at $213K in Q3 2019.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.