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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
Q2 		$785K Buy
11,493
+2,224
+24% +$145K 0.08% 221
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

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

Maridea Wealth Management's D Position: Q2 2026 in Review

Maridea Wealth Management increased its Dominion Energy (D) stake by 24% in Q2 2026, buying an estimated $145K and bringing the position to 11,493 shares worth $785K. The position accounts for 0.08% of the portfolio, ranked #221.

Maridea Wealth Management first reported a position in D in Q4 2024 and has held it in 7 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Maridea Wealth Management held 11,493 shares of Dominion Energy worth $785K as of Q2 2026.
  • Maridea Wealth Management bought 2,224 Dominion Energy shares in Q2 2026, an estimated $145K.
  • Dominion Energy made up 0.08% of Maridea Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Maridea Wealth Management first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.