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Legacy Wealth Asset Management’s Dominion Energy D Stock Holding History

Legacy Wealth Asset 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
Q2 		$851K Buy
12,466
+16
+0.1% +$1.04K 0.19% 148
2026
Q1 		$770K Buy
12,450
+92
+0.7% +$5.68K 0.19% 177
2025
Q4 		$724K Buy
12,358
+133
+1% +$8.01K 0.18% 180
2025
Q3 		$748K Buy
12,225
+4,067
+50% +$242K 0.18% 176
2025
Q2 		$461K Buy
8,158
+148
+2% +$8.11K 0.12% 262
2025
Q1 		$449K Buy
8,010
+117
+1% +$6.43K 0.12% 253
2024
Q4 		$425K Buy
7,893
+86
+1% +$4.91K 0.12% 263
2024
Q3 		$451K Buy
7,807
+85
+1% +$4.64K 0.12% 260
2024
Q2 		$378K Buy
7,722
+519
+7% +$26.4K 0.11% 270
2024
Q1 		$354K Buy
7,203
+359
+5% +$16.8K 0.1% 280
2023
Q4 		$322K Buy
6,844
+602
+10% +$26.9K 0.11% 281
2023
Q3 		$279K Buy
6,242
+118
+2% +$5.86K 0.1% 285
2023
Q2 		$317K Buy
6,124
+122
+2% +$6.63K 0.11% 281
2023
Q1 		$336K Buy
6,002
+204
+4% +$11.9K 0.12% 278
2022
Q4 		$356K Buy
5,798
+207
+4% +$13K 0.14% 274
2022
Q3 		$386K Buy
+5,591
New +$451K 0.17% 218

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

Legacy Wealth Asset Management's D Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Dominion Energy (D) stake by 0.13% in Q2 2026, buying an estimated $1.04K and bringing the position to 12,466 shares worth $851K. The position accounts for 0.19% of the portfolio, ranked #148.

Legacy Wealth Asset Management first reported a position in D in Q3 2022 and has held it in 16 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Legacy Wealth Asset Management held 12,466 shares of Dominion Energy worth $851K as of Q2 2026.
  • Legacy Wealth Asset Management bought 16 Dominion Energy shares in Q2 2026, an estimated $1.04K.
  • Dominion Energy made up 0.19% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #148 holding.
  • Legacy Wealth Asset Management first reported a position in Dominion Energy in Q3 2022 and has held it in 16 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.