KWA
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Kingswood Wealth Advisors’s Dominion Energy D Stock Holding History

Kingswood Wealth Advisors’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 		$939K Buy
13,752
+2,615
+23% +$170K 0.04% 422
2026
Q1 		$688K Sell
11,137
-219
-2% -$13.5K 0.03% 467
2025
Q4 		$665K Buy
11,356
+1,337
+13% +$80.5K 0.03% 444
2025
Q3 		$613K Buy
10,019
+93
+0.9% +$5.53K 0.04% 431
2025
Q2 		$561K Buy
9,926
+19
+0.2% +$1.04K 0.04% 382
2025
Q1 		$556K Buy
9,907
+411
+4% +$22.6K 0.05% 364
2024
Q4 		$511K Sell
9,496
-7,444
-44% -$425K 0.04% 436
2024
Q3 		$979K Buy
16,940
+4,165
+33% +$228K 0.07% 299
2024
Q2 		$626K Buy
12,775
+2,433
+24% +$124K 0.06% 325
2024
Q1 		$509K Buy
10,342
+3,387
+49% +$158K 0.06% 343
2023
Q4 		$327K Sell
6,955
-1,343
-16% -$59.9K 0.04% 447
2023
Q3 		$371K Buy
+8,298
New +$412K 0.06% 302

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Kingswood Wealth Advisors's D Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Dominion Energy (D) stake by 23% in Q2 2026, buying an estimated $170K and bringing the position to 13,752 shares worth $939K. The position accounts for 0.04% of the portfolio, ranked #422.

Kingswood Wealth Advisors first reported a position in D in Q3 2023 and has held it in 12 quarters since. The position peaked at $979K in Q3 2024. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Kingswood Wealth Advisors held 13,752 shares of Dominion Energy worth $939K as of Q2 2026.
  • Kingswood Wealth Advisors bought 2,615 Dominion Energy shares in Q2 2026, an estimated $170K.
  • Dominion Energy made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #422 holding.
  • Kingswood Wealth Advisors first reported a position in Dominion Energy in Q3 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's Dominion Energy position peaked at $979K in Q3 2024.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.