Lodestone Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
Other funds holding D
Lodestone Wealth Management's D Position: Q2 2026 in Review
Lodestone Wealth Management reduced its Dominion Energy (D) stake by 35% in Q2 2026, selling an estimated $4.42K and leaving 126 shares worth $8.61K. The position accounts for ﹤0.01% of the portfolio, ranked #533.
Lodestone Wealth Management first reported a position in D in Q4 2025 and has held it in 3 quarters since. The position peaked at $12K in Q1 2026. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Lodestone Wealth Management held 126 shares of Dominion Energy worth $8.61K as of Q2 2026.
- Lodestone Wealth Management sold 68 Dominion Energy shares in Q2 2026, an estimated $4.42K.
- Dominion Energy made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #533 holding.
- Lodestone Wealth Management first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
- Lodestone Wealth Management's Dominion Energy position peaked at $12K in Q1 2026.
- 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.