Modern Wealth Management’s Dominion Energy D Stock Holding History

Modern 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	$264K	Buy	+3,864	New	+$251K	﹤0.01%	927

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

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

Modern Wealth Management opened a new position in Dominion Energy (D) in Q2 2026: 3,864 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #927 among its holdings.

1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Modern Wealth Management held 3,864 shares of Dominion Energy worth $264K as of Q2 2026.
Dominion Energy was a new Modern Wealth Management position in Q2 2026.
Dominion Energy made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #927 holding.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

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