HAS
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HBW Advisory Services’s Dominion Energy D Stock Holding History

HBW Advisory Services’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 		$986K Sell
14,435
-148
-1% -$9.62K 0.09% 199
2026
Q1 		$902K Sell
14,583
-734
-5% -$45.3K 0.1% 203
2025
Q4 		$897K Buy
15,317
+1,831
+14% +$110K 0.1% 196
2025
Q3 		$825K Buy
13,486
+689
+5% +$41K 0.09% 195
2025
Q2 		$723K Buy
12,797
+145
+1% +$7.95K 0.09% 200
2025
Q1 		$709K Sell
12,652
-309
-2% -$17K 0.1% 176
2024
Q4 		$698K Sell
12,961
-2,463
-16% -$141K 0.07% 170
2024
Q3 		$891K Buy
15,424
+15
+0.1% +$819 0.13% 145
2024
Q2 		$755K Buy
15,409
+3,052
+25% +$155K 0.13% 157
2024
Q1 		$581K Hold
12,357
– – 0.11% 167
2023
Q4 		$581K Buy
12,357
+66
+0.5% +$2.95K 0.11% 167
2023
Q3 		$549K Sell
12,291
-336
-3% -$16.7K 0.11% 168
2023
Q2 		$654K Buy
+12,627
New +$686K 0.14% 154
2023
Q1 		– Sell
-3,806
Closed -$233K – 264
2022
Q4 		$233K Sell
3,806
-67
-2% -$4.21K 0.06% 226
2022
Q3 		$268K Sell
3,873
-39
-1% -$3.15K 0.07% 189
2022
Q2 		$312K Sell
3,912
-51
-1% -$4.21K 0.08% 176
2022
Q1 		$337K Buy
3,963
+33
+0.8% +$2.65K 0.12% 163
2021
Q4 		$309K Sell
3,930
-399
-9% -$30K 0.07% 206
2021
Q3 		$316K Sell
4,329
-136
-3% -$10.4K 0.08% 198
2021
Q2 		$328K Sell
4,465
-127
-3% -$9.8K 0.09% 181
2021
Q1 		$349K Buy
4,592
+6
+0.1% +$436 0.09% 176
2020
Q4 		$345K Sell
4,586
-185
-4% -$14.7K 0.1% 152
2020
Q3 		$377K Buy
4,771
+184
+4% +$14.5K 0.15% 126
2020
Q2 		$372K Buy
+4,587
New +$368K 0.17% 122
2020
Q1 		– Sell
-4,377
Closed -$358K – 113
2019
Q4 		$358K Buy
+4,377
New +$358K 0.21% 98

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

HBW Advisory Services's D Position: Q2 2026 in Review

HBW Advisory Services reduced its Dominion Energy (D) stake by 1% in Q2 2026, selling an estimated $9.62K and leaving 14,435 shares worth $986K. The position accounts for 0.09% of the portfolio, ranked #199.

HBW Advisory Services first reported a position in D in Q4 2019 and has held it in 25 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • HBW Advisory Services held 14,435 shares of Dominion Energy worth $986K as of Q2 2026.
  • HBW Advisory Services sold 148 Dominion Energy shares in Q2 2026, an estimated $9.62K.
  • Dominion Energy made up 0.09% of HBW Advisory Services's portfolio in Q2 2026, its #199 holding.
  • HBW Advisory Services first reported a position in Dominion Energy in Q4 2019 and has held it in 25 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.