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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

International Private Wealth Advisors's D Position: Q1 2026 in Review

International Private Wealth Advisors increased its Dominion Energy (D) stake by 16% in Q1 2026, buying an estimated $62.3K and bringing the position to 7,272 shares worth $450K. The position accounts for 0.28% of the portfolio, ranked #86.

International Private Wealth Advisors first reported a position in D in Q1 2024 and has held it in 9 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

International Private Wealth Advisors held 7,272 shares of Dominion Energy worth $450K as of Q1 2026.
International Private Wealth Advisors bought 1,008 Dominion Energy shares in Q1 2026, an estimated $62.3K.
Dominion Energy made up 0.28% of International Private Wealth Advisors's portfolio in Q1 2026, its #86 holding.
International Private Wealth Advisors first reported a position in Dominion Energy in Q1 2024 and has held it in 9 quarters since.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.