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D icon

GWN Securities’s Dominion Energy D Stock Holding History

GWN Securities’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
Q1 		$721K Buy
11,657
+1,087
+10% +$67.1K 0.14% 190
2025
Q4 		$619K Buy
10,570
+2,590
+32% +$156K 0.13% 190
2025
Q3 		$491K Buy
7,980
+3,279
+70% +$195K 0.11% 204
2025
Q2 		$267K Sell
4,701
-1,591
-25% -$87.2K 0.05% 323
2025
Q1 		$349K Buy
+6,292
New +$346K 0.02% 547

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GWN Securities's D Position: Q1 2026 in Review

GWN Securities increased its Dominion Energy (D) stake by 10% in Q1 2026, buying an estimated $67.1K and bringing the position to 11,657 shares worth $721K. The position accounts for 0.14% of the portfolio, ranked #190.

GWN Securities first reported a position in D in Q1 2025 and has held it in 5 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • GWN Securities held 11,657 shares of Dominion Energy worth $721K as of Q1 2026.
  • GWN Securities bought 1,087 Dominion Energy shares in Q1 2026, an estimated $67.1K.
  • Dominion Energy made up 0.14% of GWN Securities's portfolio in Q1 2026, its #190 holding.
  • GWN Securities first reported a position in Dominion Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.