Medallion Wealth Advisors’s Dominion Energy D Stock Holding History

Medallion Wealth Advisors’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	$10.2K	Buy	+165	New	+$10.2K	﹤0.01%	760

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Medallion Wealth Advisors's D Position: Q1 2026 in Review

Medallion Wealth Advisors opened a new position in Dominion Energy (D) in Q1 2026: 165 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #760 among its holdings.

1,476 funds tracked by Wall St. Rank hold D as of Q1 2026.

Medallion Wealth Advisors held 165 shares of Dominion Energy worth $10.2K as of Q1 2026.
Dominion Energy was a new Medallion Wealth Advisors position in Q1 2026.
Dominion Energy made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #760 holding.
1,476 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.