HWM
D icon

HB Wealth Management’s Dominion Energy D Stock Holding History

HB 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 		$5.05M Buy
73,917
+25,939
+54% +$1.69M 0.03% 274
2026
Q1 		$2.97M Buy
47,978
+4,947
+11% +$306K 0.02% 340
2025
Q4 		$2.52M Sell
43,031
-549
-1% -$33.1K 0.02% 363
2025
Q3 		$2.67M Buy
43,580
+10,190
+31% +$606K 0.02% 360
2025
Q2 		$1.89M Sell
33,390
-4,269
-11% -$234K 0.02% 393
2025
Q1 		$2.11M Buy
37,659
+1,666
+5% +$91.6K 0.02% 368
2024
Q4 		$1.94M Buy
35,993
+4,861
+16% +$277K 0.02% 289
2024
Q3 		$1.8M Buy
31,132
+705
+2% +$38.5K 0.02% 294
2024
Q2 		$1.49M Buy
30,427
+5,266
+21% +$268K 0.02% 301
2024
Q1 		$1.24M Buy
25,161
+3,721
+17% +$174K 0.02% 312
2023
Q4 		$1.01M Buy
21,440
+6,072
+40% +$271K 0.01% 316
2023
Q3 		$686K Buy
15,368
+1,533
+11% +$76.1K 0.01% 360
2023
Q2 		$717K Buy
13,835
+1,400
+11% +$76.1K 0.01% 346
2023
Q1 		$695K Buy
12,435
+1,106
+10% +$64.7K 0.01% 348
2022
Q4 		$695K Sell
11,329
-587
-5% -$36.9K 0.01% 334
2022
Q3 		$824K Buy
11,916
+424
+4% +$34.2K 0.02% 278
2022
Q2 		$917K Buy
11,492
+1,582
+16% +$131K 0.02% 259
2022
Q1 		$842K Buy
9,910
+1,437
+17% +$115K 0.02% 283
2021
Q4 		$666K Buy
+8,473
New +$638K 0.01% 277

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

HB Wealth Management's D Position: Q2 2026 in Review

HB Wealth Management increased its Dominion Energy (D) stake by 54% in Q2 2026, buying an estimated $1.69M and bringing the position to 73,917 shares worth $5.05M. The position accounts for 0.03% of the portfolio, ranked #274.

HB Wealth Management first reported a position in D in Q4 2021 and has held it in 19 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • HB Wealth Management held 73,917 shares of Dominion Energy worth $5.05M as of Q2 2026.
  • HB Wealth Management bought 25,939 Dominion Energy shares in Q2 2026, an estimated $1.69M.
  • Dominion Energy made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #274 holding.
  • HB Wealth Management first reported a position in Dominion Energy in Q4 2021 and has held it in 19 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.