Measured Wealth Private Client Group’s Dominion Energy D Stock Holding History

Measured Wealth Private Client Group’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	$6.21K	Hold	91	–	–	﹤0.01%	608
2026 Q1	$5.63K	Hold	91	–	–	﹤0.01%	602
2025 Q4	$5.33K	Hold	91	–	–	﹤0.01%	602
2025 Q3	$5.57K	Buy	+91	New	+$5.41K	﹤0.01%	599
2021 Q3	–	Sell	-2,748	Closed	-$202K	–	160
2021 Q2	$202K	Hold	2,748	–	–	0.06%	167
2021 Q1	$209K	Sell	2,748 -128	-4%	-$9.3K	0.07%	152
2020 Q4	$216K	Sell	2,876 -100	-3%	-$7.95K	0.09%	126
2020 Q3	$235K	Sell	2,976 -349	-10%	-$27.4K	0.11%	112
2020 Q2	$270K	Buy	3,325 +457	+16%	+$36.7K	0.16%	80
2020 Q1	$207K	Sell	2,868 -128	-4%	-$10.5K	0.16%	84
2019 Q4	$248K	Sell	2,996 -93	-3%	-$7.6K	0.17%	85
2019 Q3	$250K	Sell	3,089 -35	-1%	-$2.71K	0.16%	98
2019 Q2	$242K	Sell	3,124 -562	-15%	-$42.8K	0.14%	158
2019 Q1	$283K	Buy	3,686 +799	+28%	+$58.4K	0.17%	132
2018 Q4	$206K	Sell	2,887 -1,282	-31%	-$93.7K	0.19%	96
2018 Q3	$295K	Buy	4,169 +17	+0.4%	+$1.2K	0.18%	112
2018 Q2	$283K	Buy	+4,152	New	+$270K	0.23%	106

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Measured Wealth Private Client Group's D Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Dominion Energy (D) position steady in Q2 2026 at 91 shares worth $6.21K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Measured Wealth Private Client Group first reported a position in D in Q2 2018 and has held it in 17 quarters since. The position peaked at $295K in Q3 2018. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Measured Wealth Private Client Group held 91 shares of Dominion Energy worth $6.21K as of Q2 2026.
Measured Wealth Private Client Group left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #608 holding.
Measured Wealth Private Client Group first reported a position in Dominion Energy in Q2 2018 and has held it in 17 quarters since.
Measured Wealth Private Client Group's Dominion Energy position peaked at $295K in Q3 2018.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.