International Private Wealth Advisors’s Dominion Energy D Stock Holding History

International Private Wealth Advisors’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	$376K	Sell	5,505 -1,767	-24%	-$115K	0.19%	98
2026 Q1	$450K	Buy	7,272 +1,008	+16%	+$62.3K	0.28%	86
2025 Q4	$367K	Sell	6,264 -18	-0.3%	-$1.08K	0.23%	94
2025 Q3	$384K	Sell	6,282 -751	-11%	-$44.6K	0.24%	93
2025 Q2	$398K	Sell	7,033 -114	-2%	-$6.25K	0.34%	84
2025 Q1	$401K	Buy	7,147 +575	+9%	+$31.6K	0.38%	70
2024 Q4	$354K	Buy	6,572 +145	+2%	+$8.27K	0.35%	80
2024 Q3	$371K	Sell	6,427 -357	-5%	-$19.5K	0.54%	51
2024 Q2	$332K	Buy	6,784 +90	+1%	+$4.58K	0.56%	60
2024 Q1	$329K	Buy	+6,694	New	+$313K	0.64%	58

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

International Private Wealth Advisors's D Position: Q2 2026 in Review

International Private Wealth Advisors reduced its Dominion Energy (D) stake by 24% in Q2 2026, selling an estimated $115K and leaving 5,505 shares worth $376K. The position accounts for 0.19% of the portfolio, ranked #98.

International Private Wealth Advisors first reported a position in D in Q1 2024 and has held it in 10 quarters since. The position peaked at $450K in Q1 2026. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

International Private Wealth Advisors held 5,505 shares of Dominion Energy worth $376K as of Q2 2026.
International Private Wealth Advisors sold 1,767 Dominion Energy shares in Q2 2026, an estimated $115K.
Dominion Energy made up 0.19% of International Private Wealth Advisors's portfolio in Q2 2026, its #98 holding.
International Private Wealth Advisors first reported a position in Dominion Energy in Q1 2024 and has held it in 10 quarters since.
International Private Wealth Advisors's Dominion Energy position peaked at $450K in Q1 2026.
1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.