JWM
D icon

JPL Wealth Management’s Dominion Energy D Stock Holding History

JPL 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
Q1 		$48K Buy
+777
New +$48K 0.01% 249
2025
Q4 		– Sell
-484
Closed -$29.6K – 360
2025
Q3 		$29.6K Buy
+484
New +$28.8K 0.01% 324

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

JPL Wealth Management's D Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Dominion Energy (D) in Q1 2026: 777 shares worth $48K. The stake represents 0.01% of the portfolio and ranks #249 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in D as recently as Q3 2025.

JPL Wealth Management first reported a position in D in Q3 2025 and has held it in 2 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • JPL Wealth Management held 777 shares of Dominion Energy worth $48K as of Q1 2026.
  • Dominion Energy was a new JPL Wealth Management position in Q1 2026.
  • Dominion Energy made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #249 holding.
  • JPL Wealth Management first reported a position in Dominion Energy in Q3 2025 and has held it in 2 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.