IWS
D icon

Intentional Wealth Strategies’s Dominion Energy D Stock Holding History

Intentional Wealth Strategies’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
-13
Closed -$804 – 277
2026
Q1 		$804 Buy
+13
New +$803 ﹤0.01% 794

Other funds holding D

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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

Intentional Wealth Strategies's D Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Dominion Energy (D) in Q2 2026, closing a stake of 13 shares — an estimated $804 sold.

Intentional Wealth Strategies first reported a position in D in Q1 2026 and held it in 1 quarter. The position peaked at $804 in Q1 2026. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 13 Dominion Energy shares in Q2 2026, an estimated $804.
  • Intentional Wealth Strategies first reported a position in Dominion Energy in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Dominion Energy position peaked at $804 in Q1 2026.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.