GCWM
D icon

Graham Capital Wealth Management’s Dominion Energy D Stock Holding History

Graham Capital 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 		$3.43M Buy
50,300
+1,337
+3% +$86.9K 2.66% 16
2026
Q1 		$3.03M Sell
48,963
-837
-2% -$51.7K 2.69% 19
2025
Q4 		$2.92M Buy
49,800
+1,301
+3% +$78.4K 2.68% 16
2025
Q3 		$2.97M Buy
48,499
+17
+0% +$1.01K 3.02% 9
2025
Q2 		$2.74M Buy
48,482
+1,429
+3% +$78.3K 3.04% 10
2025
Q1 		$2.64M Sell
47,053
-501
-1% -$27.6K 2.82% 15
2024
Q4 		$2.56M Sell
47,554
-181
-0.4% -$10.3K 2.21% 23
2024
Q3 		$2.76M Buy
47,735
+1,268
+3% +$69.3K 2.82% 12
2024
Q2 		$2.28M Buy
46,467
+809
+2% +$41.2K 3.07% 12
2024
Q1 		$2.25M Buy
45,658
+1,320
+3% +$61.7K 3.83% 9
2023
Q4 		$2.08M Buy
44,338
+34,551
+353% +$1.54M 5.49% 4
2023
Q3 		$507K Hold
9,787
– – 1.2% 20
2023
Q2 		$507K Sell
9,787
-387
-4% -$21K 1.2% 20
2023
Q1 		$569K Sell
10,174
-554
-5% -$32.4K 0.82% 25
2022
Q4 		$658K Sell
10,728
-2,603
-20% -$163K 1.17% 28
2022
Q3 		$921K Sell
13,331
-13,331
-50% -$1.08M 1.1% 32
2022
Q2 		$2.13M Sell
26,662
-110
-0.4% -$9.08K 1.87% 16
2022
Q1 		$2.27M Sell
26,772
-873
-3% -$70.1K 2.02% 13
2021
Q4 		$2.13M Buy
+27,645
New +$2.08M 1.74% 12

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

Graham Capital Wealth Management's D Position: Q2 2026 in Review

Graham Capital Wealth Management increased its Dominion Energy (D) stake by 2.7% in Q2 2026, buying an estimated $86.9K and bringing the position to 50,300 shares worth $3.43M. The position accounts for 2.66% of the portfolio, ranked #16.

Graham Capital Wealth Management first reported a position in D in Q4 2021 and has held it in 19 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Graham Capital Wealth Management held 50,300 shares of Dominion Energy worth $3.43M as of Q2 2026.
  • Graham Capital Wealth Management bought 1,337 Dominion Energy shares in Q2 2026, an estimated $86.9K.
  • Dominion Energy made up 2.66% of Graham Capital Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Graham Capital Wealth Management first reported a position in Dominion Energy in Q4 2021 and has held it in 19 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Graham Capital Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.