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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
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

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

Legacy Wealth Management (Idaho)'s D Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Dominion Energy (D) stake by 199% in Q1 2026, buying an estimated $12K and bringing the position to 293 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #399.

Legacy Wealth Management (Idaho) first reported a position in D in Q3 2024 and has held it in 3 quarters since. The position peaked at $18.2K in Q3 2024. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 293 shares of Dominion Energy worth $18.1K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 195 Dominion Energy shares in Q1 2026, an estimated $12K.
  • Dominion Energy made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #399 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Dominion Energy in Q3 2024 and has held it in 3 quarters since.
  • Legacy Wealth Management (Idaho)'s Dominion Energy position peaked at $18.2K in Q3 2024.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.