Innovative Wealth Building’s Dominion Energy D Stock Holding History

Innovative Wealth Building’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 Q3	$1.03M	Buy	17,057 +328	+2%	+$22K	0.57%	29
2026 Q2	$1.14M	Buy	16,729 +154	+0.9%	+$10K	0.66%	26
2026 Q1	$1.02M	Buy	16,575 +105	+0.6%	+$6.49K	0.72%	25
2025 Q4	$965K	Sell	16,470 -155	-0.9%	-$9.34K	0.7%	25
2025 Q3	$1.02M	Buy	16,625 +182	+1%	+$10.8K	0.79%	24
2025 Q2	$929K	Buy	16,443 +169	+1%	+$9.26K	0.77%	24
2025 Q1	$912K	Buy	16,274 +161	+1%	+$8.86K	0.84%	24
2024 Q4	$868K	Buy	+16,113	New	+$919K	0.79%	25

Other funds holding D

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Innovative Wealth Building's D Position: Q3 2026 in Review

Innovative Wealth Building increased its Dominion Energy (D) stake by 2% in Q3 2026, buying an estimated $22K and bringing the position to 17,057 shares worth $1.03M. The position accounts for 0.57% of the portfolio, ranked #29.

Innovative Wealth Building first reported a position in D in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q2 2026. 1,285 funds tracked by Wall St. Rank hold D as of Q3 2026.

Innovative Wealth Building held 17,057 shares of Dominion Energy worth $1.03M as of Q3 2026.
Innovative Wealth Building bought 328 Dominion Energy shares in Q3 2026, an estimated $22K.
Dominion Energy made up 0.57% of Innovative Wealth Building's portfolio in Q3 2026, its #29 holding.
Innovative Wealth Building first reported a position in Dominion Energy in Q4 2024 and has held it in 8 quarters since.
Innovative Wealth Building's Dominion Energy position peaked at $1.14M in Q2 2026.
1,285 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.