MWA
D icon

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
Q2 		$11.3K Hold
165
– – ﹤0.01% 719
2026
Q1 		$10.2K Buy
+165
New +$10.2K ﹤0.01% 760

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

Medallion Wealth Advisors's D Position: Q2 2026 in Review

Medallion Wealth Advisors held its Dominion Energy (D) position steady in Q2 2026 at 165 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Medallion Wealth Advisors first reported a position in D in Q1 2026 and has held it in 2 quarters since. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Medallion Wealth Advisors held 165 shares of Dominion Energy worth $11.3K as of Q2 2026.
  • Medallion Wealth Advisors left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #719 holding.
  • Medallion Wealth Advisors first reported a position in Dominion Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.