IAAG
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Innovative Asset Advisors Group’s Dominion Energy D Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-150
Closed -$9.27K – 459
2026
Q1 		$9.27K Buy
+150
New +$9.27K 0.01% 666

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Vanguard Capital Management
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State Street
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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

Innovative Asset Advisors Group's D Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Dominion Energy (D) in Q2 2026, closing a stake of 150 shares — an estimated $9.27K sold.

Innovative Asset Advisors Group first reported a position in D in Q1 2026 and held it in 1 quarter. The position peaked at $9.27K in Q1 2026. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 150 Dominion Energy shares in Q2 2026, an estimated $9.27K.
  • Innovative Asset Advisors Group first reported a position in Dominion Energy in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Dominion Energy position peaked at $9.27K in Q1 2026.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.