IWB
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Innovative Wealth Building's D Position: Q2 2026 in Review

Innovative Wealth Building increased its Dominion Energy (D) stake by 0.93% in Q2 2026, buying an estimated $10K and bringing the position to 16,729 shares worth $1.14M. The position accounts for 0.66% of the portfolio, ranked #26.

Innovative Wealth Building first reported a position in D in Q4 2024 and has held it in 7 quarters since. 936 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Innovative Wealth Building held 16,729 shares of Dominion Energy worth $1.14M as of Q2 2026.
  • Innovative Wealth Building bought 154 Dominion Energy shares in Q2 2026, an estimated $10K.
  • Dominion Energy made up 0.66% of Innovative Wealth Building's portfolio in Q2 2026, its #26 holding.
  • Innovative Wealth Building first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
  • 936 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.