Heritage Wealth Management (Ohio)’s Dominion Energy D Stock Holding History

Heritage Wealth Management (Ohio)’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	$248K	Hold	4,014	–	–	0.12%	138
2025 Q4	$235K	Sell	4,014 -188	-4%	-$11.3K	0.07%	234
2025 Q3	$257K	Sell	4,202 -33	-0.8%	-$1.96K	0.08%	213
2025 Q2	$239K	Hold	4,235	–	–	0.08%	213
2025 Q1	$237K	Hold	4,235	–	–	0.08%	203
2024 Q4	$228K	Hold	4,235	–	–	0.08%	211
2024 Q3	$245K	Buy	4,235 +40	+1%	+$2.19K	0.08%	204
2024 Q2	$206K	Buy	+4,195	New	+$214K	0.07%	218

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s D Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) held its Dominion Energy (D) position steady in Q1 2026 at 4,014 shares worth $248K. The position accounts for 0.12% of the portfolio, ranked #138.

Heritage Wealth Management (Ohio) first reported a position in D in Q2 2024 and has held it in 8 quarters since. The position peaked at $257K in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Heritage Wealth Management (Ohio) held 4,014 shares of Dominion Energy worth $248K as of Q1 2026.
Heritage Wealth Management (Ohio) left its Dominion Energy share count unchanged in Q1 2026.
Dominion Energy made up 0.12% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #138 holding.
Heritage Wealth Management (Ohio) first reported a position in Dominion Energy in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Dominion Energy position peaked at $257K in Q3 2025.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.