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Leo Wealth LLC’s Dominion Energy D Stock Holding History

Leo Wealth LLC’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 		$238K Buy
3,848
+149
+4% +$9.2K 0.02% 404
2025
Q4 		$217K Sell
3,699
-205
-5% -$12.3K 0.02% 396
2025
Q3 		$239K Buy
3,904
+47
+1% +$2.79K 0.03% 255
2025
Q2 		$218K Sell
3,857
-22,740
-85% -$1.25M 0.02% 363
2025
Q1 		$1.49M Buy
26,597
+6,264
+31% +$345K 0.21% 94
2024
Q4 		$1.1M Buy
+20,333
New +$1.16M 0.1% 143

Other funds holding D

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Leo Wealth LLC's D Position: Q1 2026 in Review

Leo Wealth LLC increased its Dominion Energy (D) stake by 4% in Q1 2026, buying an estimated $9.2K and bringing the position to 3,848 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #404.

Leo Wealth LLC first reported a position in D in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.49M in Q1 2025. 1,486 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Leo Wealth LLC held 3,848 shares of Dominion Energy worth $238K as of Q1 2026.
  • Leo Wealth LLC bought 149 Dominion Energy shares in Q1 2026, an estimated $9.2K.
  • Dominion Energy made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #404 holding.
  • Leo Wealth LLC first reported a position in Dominion Energy in Q4 2024 and has held it in 6 quarters since.
  • Leo Wealth LLC's Dominion Energy position peaked at $1.49M in Q1 2025.
  • 1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.