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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
Q2 		$768K Sell
11,242
-415
-4% -$27K 0.13% 212
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

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

GWN Securities's D Position: Q2 2026 in Review

GWN Securities reduced its Dominion Energy (D) stake by 3.6% in Q2 2026, selling an estimated $27K and leaving 11,242 shares worth $768K. The position accounts for 0.13% of the portfolio, ranked #212.

GWN Securities first reported a position in D in Q1 2025 and has held it in 6 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • GWN Securities held 11,242 shares of Dominion Energy worth $768K as of Q2 2026.
  • GWN Securities sold 415 Dominion Energy shares in Q2 2026, an estimated $27K.
  • Dominion Energy made up 0.13% of GWN Securities's portfolio in Q2 2026, its #212 holding.
  • GWN Securities first reported a position in Dominion Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.