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Harmony Asset Management’s Dominion Energy D Stock Holding History

Harmony Asset 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 		– Sell
-4,977
Closed -$308K – 206
2026
Q1 		$308K Sell
4,977
-1,750
-26% -$108K 0.09% 154
2025
Q4 		$394K Sell
6,727
-829
-11% -$49.9K 0.13% 125
2025
Q3 		$462K Sell
7,556
-149
-2% -$8.86K 0.16% 116
2025
Q2 		$436K Buy
7,705
+5
+0.1% +$274 0.16% 120
2025
Q1 		$432K Buy
7,700
+3,321
+76% +$183K 0.18% 112
2024
Q4 		$236K Buy
+4,379
New +$250K 0.09% 146

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

Harmony Asset Management's D Position: Q2 2026 in Review

Harmony Asset Management sold out of Dominion Energy (D) in Q2 2026, closing a stake of 4,977 shares — an estimated $308K sold.

Harmony Asset Management first reported a position in D in Q4 2024 and held it in 6 quarters. The position peaked at $462K in Q3 2025. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Harmony Asset Management reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • Harmony Asset Management sold 4,977 Dominion Energy shares in Q2 2026, an estimated $308K.
  • Harmony Asset Management first reported a position in Dominion Energy in Q4 2024 and held it in 6 quarters.
  • Harmony Asset Management's Dominion Energy position peaked at $462K in Q3 2025.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.