IPS
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Investors Portfolio Services’s Dominion Energy D Stock Holding History

Investors Portfolio Services’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 		$20.5K Hold
300
– – 0.02% 117
2026
Q1 		$18.5K Hold
300
– – 0.02% 112
2025
Q4 		$17.6K Buy
+300
New +$18.1K 0.02% 109

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Investors Portfolio Services's D Position: Q2 2026 in Review

Investors Portfolio Services held its Dominion Energy (D) position steady in Q2 2026 at 300 shares worth $20.5K. The position accounts for 0.02% of the portfolio, ranked #117.

Investors Portfolio Services first reported a position in D in Q4 2025 and has held it in 3 quarters since. 1,548 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Investors Portfolio Services held 300 shares of Dominion Energy worth $20.5K as of Q2 2026.
  • Investors Portfolio Services left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.02% of Investors Portfolio Services's portfolio in Q2 2026, its #117 holding.
  • Investors Portfolio Services first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.