MAS
D icon

MPWM Advisory Solutions’s Dominion Energy D Stock Holding History

MPWM Advisory Solutions’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 		$1.79K Hold
29
– – ﹤0.01% 500
2025
Q4 		$1.7K Hold
29
– – ﹤0.01% 475
2025
Q3 		$1.77K Hold
29
– – ﹤0.01% 444
2025
Q2 		$1.64K Hold
29
– – ﹤0.01% 457
2025
Q1 		$1.63K Hold
29
– – ﹤0.01% 486
2024
Q4 		$1.56K Buy
+29
New +$1.65K ﹤0.01% 496

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

MPWM Advisory Solutions's D Position: Q1 2026 in Review

MPWM Advisory Solutions held its Dominion Energy (D) position steady in Q1 2026 at 29 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

MPWM Advisory Solutions first reported a position in D in Q4 2024 and has held it in 6 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • MPWM Advisory Solutions held 29 shares of Dominion Energy worth $1.79K as of Q1 2026.
  • MPWM Advisory Solutions left its Dominion Energy share count unchanged in Q1 2026.
  • Dominion Energy made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #500 holding.
  • MPWM Advisory Solutions first reported a position in Dominion Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.