KWM
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Kingsview Wealth Management’s Dominion Energy D Stock Holding History

Kingsview 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
2019
Q1 		– Sell
-200
Closed -$1K – 496
2018
Q4 		$1K Buy
+200
New +$14.6K ﹤0.01% 367

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

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

Kingsview Wealth Management reduced its Dominion Energy (D) stake by 1.1% in Q1 2026, selling an estimated $19.2K and leaving 27,130 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #548.

Kingsview Wealth Management first reported a position in D in Q3 2018 and has held it in 31 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Kingsview Wealth Management held 27,130 shares of Dominion Energy worth $1.68M as of Q1 2026.
  • Kingsview Wealth Management sold 311 Dominion Energy shares in Q1 2026, an estimated $19.2K.
  • Dominion Energy made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #548 holding.
  • Kingsview Wealth Management first reported a position in Dominion Energy in Q3 2018 and has held it in 31 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.