JSW
D icon

Journey Strategic Wealth’s Dominion Energy D Stock Holding History

Journey Strategic Wealth’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 		$433K Buy
6,997
+199
+3% +$12.3K 0.01% 389
2025
Q4 		$398K Buy
6,798
+212
+3% +$12.8K 0.01% 385
2025
Q3 		$403K Buy
6,586
+1,201
+22% +$71.4K 0.01% 356
2025
Q2 		$304K Buy
5,385
+1,644
+44% +$90.1K 0.01% 423
2025
Q1 		$210K Buy
+3,741
New +$206K 0.01% 459
2024
Q4 		– Sell
-3,675
Closed -$212K – 517
2024
Q3 		$212K Buy
+3,675
New +$201K 0.01% 458

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Journey Strategic Wealth's D Position: Q1 2026 in Review

Journey Strategic Wealth increased its Dominion Energy (D) stake by 2.9% in Q1 2026, buying an estimated $12.3K and bringing the position to 6,997 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #389.

Journey Strategic Wealth first reported a position in D in Q3 2024 and has held it in 6 quarters since. 1,475 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Journey Strategic Wealth held 6,997 shares of Dominion Energy worth $433K as of Q1 2026.
  • Journey Strategic Wealth bought 199 Dominion Energy shares in Q1 2026, an estimated $12.3K.
  • Dominion Energy made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #389 holding.
  • Journey Strategic Wealth first reported a position in Dominion Energy in Q3 2024 and has held it in 6 quarters since.
  • 1,475 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.