JPL Wealth Management’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$57.6K Buy
844
+67
+9% +$4.36K 0.01% 243
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

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

JPL Wealth Management increased its Dominion Energy (D) stake by 8.6% in Q2 2026, buying an estimated $4.36K and bringing the position to 844 shares worth $57.6K. The position accounts for 0.01% of the portfolio, ranked #243.

JPL Wealth Management first reported a position in D in Q3 2025 and has held it in 3 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • JPL Wealth Management held 844 shares of Dominion Energy worth $57.6K as of Q2 2026.
  • JPL Wealth Management bought 67 Dominion Energy shares in Q2 2026, an estimated $4.36K.
  • Dominion Energy made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #243 holding.
  • JPL Wealth Management first reported a position in Dominion Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.