JWM
D icon

Jeppson Wealth Management’s Dominion Energy D Stock Holding History

Jeppson Wealth Management’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 		$1.03M Sell
15,034
-70
-0.5% -$4.55K 0.3% 80
2026
Q1 		$934K Sell
15,104
-10
-0.1% -$618 0.29% 80
2025
Q4 		$886K Hold
15,114
– – 0.28% 84
2025
Q3 		$925K Sell
15,114
-300
-2% -$17.8K 0.29% 82
2025
Q2 		$871K Buy
15,414
+700
+5% +$38.4K 0.3% 81
2025
Q1 		$825K Buy
14,714
+1,888
+15% +$104K 0.3% 84
2024
Q4 		$691K Buy
12,826
+359
+3% +$20.5K 0.25% 90
2024
Q3 		$720K Sell
12,467
-10
-0.1% -$546 0.26% 93
2024
Q2 		$611K Buy
12,477
+1,028
+9% +$52.4K 0.23% 98
2024
Q1 		$563K Buy
11,449
+5,717
+100% +$267K 0.22% 108
2023
Q4 		$269K Buy
+5,732
New +$256K 0.11% 166
2023
Q3 		– Sell
-6,136
Closed -$318K – 188
2023
Q2 		$318K Buy
+6,136
New +$334K 0.14% 147
2023
Q1 		– Sell
-8,457
Closed -$519K – 201
2022
Q4 		$519K Sell
8,457
-11,173
-57% -$702K 0.22% 102
2022
Q3 		$1.36M Buy
19,630
+410
+2% +$33.1K 0.62% 35
2022
Q2 		$1.53M Buy
19,220
+351
+2% +$29K 0.66% 33
2022
Q1 		$1.6M Sell
18,869
-147
-0.8% -$11.8K 0.75% 29
2021
Q4 		$1.49M Buy
19,016
+554
+3% +$41.7K 0.72% 28
2021
Q3 		$1.35M Buy
18,462
+1,662
+10% +$127K 0.7% 29
2021
Q2 		$1.24M Buy
16,800
+78
+0.5% +$6.02K 0.67% 33
2021
Q1 		$1.27M Buy
16,722
+11,194
+202% +$813K 0.76% 31
2020
Q4 		$416K Sell
5,528
-1,155
-17% -$91.8K 0.28% 86
2020
Q3 		$527K Buy
+6,683
New +$525K 0.41% 58

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

Jeppson Wealth Management's D Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Dominion Energy (D) stake by 0.46% in Q2 2026, selling an estimated $4.55K and leaving 15,034 shares worth $1.03M. The position accounts for 0.3% of the portfolio, ranked #80.

Jeppson Wealth Management first reported a position in D in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.6M in Q1 2022. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Jeppson Wealth Management held 15,034 shares of Dominion Energy worth $1.03M as of Q2 2026.
  • Jeppson Wealth Management sold 70 Dominion Energy shares in Q2 2026, an estimated $4.55K.
  • Dominion Energy made up 0.3% of Jeppson Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Jeppson Wealth Management first reported a position in Dominion Energy in Q3 2020 and has held it in 22 quarters since.
  • Jeppson Wealth Management's Dominion Energy position peaked at $1.6M in Q1 2022.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.