High Note Wealth’s Dominion Energy D Stock Holding History

High Note Wealth’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	$2.35K	Buy	38 +31	+443%	+$1.92K	﹤0.01%	755
2025 Q4	$410	Buy	7 +1	+17%	+$60	﹤0.01%	852
2025 Q3	$367	Buy	6 +3	+100%	+$178	﹤0.01%	780
2025 Q2	$170	Buy	+3	New	+$164	﹤0.01%	835
2025 Q1	–	Sell	-3	Closed	-$162	–	901
2024 Q4	$162	Buy	+3	New	+$171	﹤0.01%	833

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

High Note Wealth's D Position: Q1 2026 in Review

High Note Wealth increased its Dominion Energy (D) stake by 443% in Q1 2026, buying an estimated $1.92K and bringing the position to 38 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

High Note Wealth first reported a position in D in Q4 2024 and has held it in 5 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

High Note Wealth held 38 shares of Dominion Energy worth $2.35K as of Q1 2026.
High Note Wealth bought 31 Dominion Energy shares in Q1 2026, an estimated $1.92K.
Dominion Energy made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #755 holding.
High Note Wealth first reported a position in Dominion Energy in Q4 2024 and has held it in 5 quarters since.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.