HIA
D icon

HFM Investment Advisors’s Dominion Energy D Stock Holding History

HFM Investment Advisors’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 		$2.12K Buy
31
+16
+107% +$1.04K ﹤0.01% 440
2026
Q1 		$927 Sell
15
-43
-74% -$2.66K ﹤0.01% 437
2025
Q4 		$3.4K Buy
58
+43
+287% +$2.59K ﹤0.01% 232
2025
Q3 		$918 Hold
15
– – ﹤0.01% 416
2025
Q2 		$848 Buy
15
+8
+114% +$438 ﹤0.01% 437
2025
Q1 		$393 Buy
+7
New +$385 ﹤0.01% 369

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's D Position: Q2 2026 in Review

HFM Investment Advisors increased its Dominion Energy (D) stake by 107% in Q2 2026, buying an estimated $1.04K and bringing the position to 31 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

HFM Investment Advisors first reported a position in D in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.4K in Q4 2025. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • HFM Investment Advisors held 31 shares of Dominion Energy worth $2.12K as of Q2 2026.
  • HFM Investment Advisors bought 16 Dominion Energy shares in Q2 2026, an estimated $1.04K.
  • Dominion Energy made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #440 holding.
  • HFM Investment Advisors first reported a position in Dominion Energy in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Dominion Energy position peaked at $3.4K in Q4 2025.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.