LWM
D icon

LongView Wealth Management’s Dominion Energy D Stock Holding History

LongView Wealth 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
Q1 		– Sell
-11,169
Closed -$652K – 255
2025
Q4 		$652K Buy
11,169
+63
+0.6% +$3.79K 0.16% 119
2025
Q3 		$679K Buy
11,106
+115
+1% +$6.84K 0.18% 102
2025
Q2 		$621K Buy
10,991
+126
+1% +$6.9K 0.19% 99
2025
Q1 		$609K Sell
10,865
-1
-0% -$55 0.18% 103
2024
Q4 		$585K Buy
10,866
+97
+0.9% +$5.53K 0.18% 104
2024
Q3 		$622K Buy
+10,769
New +$588K 0.2% 96

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

LongView Wealth Management's D Position: Q1 2026 in Review

LongView Wealth Management sold out of Dominion Energy (D) in Q1 2026, closing a stake of 11,169 shares — an estimated $652K sold.

LongView Wealth Management first reported a position in D in Q3 2024 and held it in 6 quarters. The position peaked at $679K in Q3 2025. 1,486 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • LongView Wealth Management reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
  • LongView Wealth Management sold 11,169 Dominion Energy shares in Q1 2026, an estimated $652K.
  • LongView Wealth Management first reported a position in Dominion Energy in Q3 2024 and held it in 6 quarters.
  • LongView Wealth Management's Dominion Energy position peaked at $679K in Q3 2025.
  • 1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on LongView Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.