LWMI
D icon

Legacy Wealth Management (Idaho)’s Dominion Energy D Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-293
Closed -$18.1K – 365
2026
Q1 		$18.1K Buy
293
+195
+199% +$12K 0.01% 399
2025
Q4 		$5.74K Buy
+98
New +$5.9K ﹤0.01% 512
2024
Q4 		– Sell
-321
Closed -$18.2K – 769
2024
Q3 		$18.2K Buy
+321
New +$17.5K 0.01% 238

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 $3.38T AUM 44.17% 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 Management (Idaho)'s D Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Dominion Energy (D) in Q2 2026, closing a stake of 293 shares — an estimated $18.1K sold.

Legacy Wealth Management (Idaho) first reported a position in D in Q3 2024 and held it in 3 quarters. The position peaked at $18.2K in Q3 2024. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 293 Dominion Energy shares in Q2 2026, an estimated $18.1K.
  • Legacy Wealth Management (Idaho) first reported a position in Dominion Energy in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Dominion Energy position peaked at $18.2K in Q3 2024.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.