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Mowery & Schoenfeld Wealth Management’s Dominion Energy D Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-15
Closed -$879 – 390
2025
Q4 		$879 Buy
+15
New +$904 ﹤0.01% 457
2025
Q1 		– Sell
-136
Closed -$7.33K – 487
2024
Q4 		$7.33K Buy
+136
New +$7.76K 0.01% 258

Other funds holding D

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's D Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Dominion Energy (D) in Q1 2026, closing a stake of 15 shares — an estimated $879 sold.

Mowery & Schoenfeld Wealth Management first reported a position in D in Q4 2024 and held it in 2 quarters. The position peaked at $7.33K in Q4 2024. 1,482 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 15 Dominion Energy shares in Q1 2026, an estimated $879.
  • Mowery & Schoenfeld Wealth Management first reported a position in Dominion Energy in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Dominion Energy position peaked at $7.33K in Q4 2024.
  • 1,482 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.