JGCM
D icon

Joseph Group Capital Management’s Dominion Energy D Stock Holding History

Joseph Group Capital 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 		$21.6K Sell
316
-52
-14% -$3.38K ﹤0.01% 226
2026
Q1 		$22.8K Buy
+368
New +$22.7K 0.01% 173

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State Street
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Vanguard Portfolio Management
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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

Joseph Group Capital Management's D Position: Q2 2026 in Review

Joseph Group Capital Management reduced its Dominion Energy (D) stake by 14% in Q2 2026, selling an estimated $3.38K and leaving 316 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Joseph Group Capital Management first reported a position in D in Q1 2026 and has held it in 2 quarters since. The position peaked at $22.8K in Q1 2026. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Joseph Group Capital Management held 316 shares of Dominion Energy worth $21.6K as of Q2 2026.
  • Joseph Group Capital Management sold 52 Dominion Energy shares in Q2 2026, an estimated $3.38K.
  • Dominion Energy made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #226 holding.
  • Joseph Group Capital Management first reported a position in Dominion Energy in Q1 2026 and has held it in 2 quarters since.
  • Joseph Group Capital Management's Dominion Energy position peaked at $22.8K in Q1 2026.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.