Institute for Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $656K | Sell |
9,611
-65
| -0.7% | -$4.23K | 0.06% | 274 |
|
|
2026
Q1 | $598K | Hold |
9,676
| – | – | 0.06% | 283 |
|
|
2025
Q4 | $567K | Sell |
9,676
-100
| -1% | -$6.02K | 0.06% | 284 |
|
|
2025
Q3 | $598K | Buy |
9,776
+676
| +7% | +$40.2K | 0.06% | 286 |
|
|
2025
Q2 | $514K | Buy |
9,100
+4,970
| +120% | +$272K | 0.06% | 310 |
|
|
2025
Q1 | $232K | Hold |
4,130
| – | – | 0.03% | 480 |
|
|
2024
Q4 | $222K | Hold |
4,130
| – | – | 0.03% | 467 |
|
|
2024
Q3 | $239K | Sell |
4,130
-49
| -1% | -$2.68K | 0.03% | 476 |
|
|
2024
Q2 | $205K | Sell |
4,179
-456
| -10% | -$23.2K | 0.03% | 475 |
|
|
2024
Q1 | $228K | Buy |
+4,635
| New | +$217K | 0.03% | 452 |
|
|
2023
Q1 | – | Sell |
-3,502
| Closed | -$215K | – | 457 |
|
|
2022
Q4 | $215K | Sell |
3,502
-116
| -3% | -$7.29K | 0.05% | 410 |
|
|
2022
Q3 | $250K | Sell |
3,618
-20
| -0.5% | -$1.61K | 0.06% | 374 |
|
|
2022
Q2 | $290K | Buy |
3,638
+21
| +0.6% | +$1.73K | 0.06% | 400 |
|
|
2022
Q1 | $307K | Hold |
3,617
| – | – | 0.05% | 420 |
|
|
2021
Q4 | $284K | Sell |
3,617
-27
| -0.7% | -$2.03K | 0.05% | 390 |
|
|
2021
Q3 | $266K | Sell |
3,644
-65
| -2% | -$4.96K | 0.05% | 404 |
|
|
2021
Q2 | $273K | Hold |
3,709
| – | – | 0.05% | 391 |
|
|
2021
Q1 | $282K | Sell |
3,709
-45
| -1% | -$3.27K | 0.05% | 372 |
|
|
2020
Q4 | $282K | Sell |
3,754
-642
| -15% | -$51K | 0.06% | 361 |
|
|
2020
Q3 | $347K | Sell |
4,396
-1,113
| -20% | -$87.4K | 0.08% | 293 |
|
|
2020
Q2 | $447K | Sell |
5,509
-232
| -4% | -$18.6K | 0.11% | 253 |
|
|
2020
Q1 | $414K | Buy |
5,741
+44
| +0.8% | +$3.59K | 0.13% | 217 |
|
|
2019
Q4 | $472K | Buy |
5,697
+81
| +1% | +$6.62K | 0.11% | 262 |
|
|
2019
Q3 | $455K | Sell |
5,616
-2,846
| -34% | -$220K | 0.11% | 251 |
|
|
2019
Q2 | $654K | Buy |
8,462
+272
| +3% | +$20.7K | 0.14% | 214 |
|
|
2019
Q1 | $628K | Buy |
8,190
+368
| +5% | +$26.9K | 0.14% | 201 |
|
|
2018
Q4 | $559K | Buy |
+7,822
| New | +$572K | 0.23% | 131 |
|
|
2018
Q1 | – | Sell |
-4,647
| Closed | -$377K | – | 284 |
|
|
2017
Q4 | $377K | Buy |
+4,647
| New | +$376K | 0.09% | 265 |
|
|
2017
Q3 | – | Sell |
-6,411
| Closed | -$490K | – | 276 |
|
|
2017
Q2 | $490K | Buy |
+6,411
| New | +$504K | 0.13% | 229 |
|
Other funds holding D
Institute for Wealth Management's D Position: Q2 2026 in Review
Institute for Wealth Management reduced its Dominion Energy (D) stake by 0.67% in Q2 2026, selling an estimated $4.23K and leaving 9,611 shares worth $656K. The position accounts for 0.06% of the portfolio, ranked #274.
Institute for Wealth Management first reported a position in D in Q2 2017 and has held it in 29 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Institute for Wealth Management held 9,611 shares of Dominion Energy worth $656K as of Q2 2026.
- Institute for Wealth Management sold 65 Dominion Energy shares in Q2 2026, an estimated $4.23K.
- Dominion Energy made up 0.06% of Institute for Wealth Management's portfolio in Q2 2026, its #274 holding.
- Institute for Wealth Management first reported a position in Dominion Energy in Q2 2017 and has held it in 29 quarters since.
- 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.