MWM
D icon

Maridea Wealth Management’s Dominion Energy D Stock Holding History

Maridea 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 		$573K Sell
9,269
-255
-3% -$15.8K 0.08% 233
2025
Q4 		$558K Buy
9,524
+498
+6% +$30K 0.08% 229
2025
Q3 		$555K Buy
9,026
+86
+1% +$5.11K 0.09% 222
2025
Q2 		$505K Buy
8,940
+183
+2% +$10K 0.13% 153
2025
Q1 		$491K Buy
8,757
+80
+0.9% +$4.4K 0.16% 124
2024
Q4 		$467K Buy
+8,677
New +$495K 0.15% 122

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

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

Maridea Wealth Management reduced its Dominion Energy (D) stake by 2.7% in Q1 2026, selling an estimated $15.8K and leaving 9,269 shares worth $573K. The position accounts for 0.08% of the portfolio, ranked #233.

Maridea Wealth Management first reported a position in D in Q4 2024 and has held it in 6 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Maridea Wealth Management held 9,269 shares of Dominion Energy worth $573K as of Q1 2026.
  • Maridea Wealth Management sold 255 Dominion Energy shares in Q1 2026, an estimated $15.8K.
  • Dominion Energy made up 0.08% of Maridea Wealth Management's portfolio in Q1 2026, its #233 holding.
  • Maridea Wealth Management first reported a position in Dominion Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.