NWM
D icon

Navigoe Wealth Management’s Dominion Energy D Stock Holding History

Navigoe 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 		$143K Buy
2,099
+10
+0.5% +$650 0.07% 53
2026
Q1 		$129K Buy
2,089
+1,500
+255% +$92.7K 0.08% 49
2025
Q4 		$34K Hold
589
– – 0.02% 89
2025
Q3 		$36K Buy
589
+39
+7% +$2.32K 0.02% 86
2025
Q2 		$31K Hold
550
– – 0.02% 80
2025
Q1 		$30K Hold
550
– – 0.03% 79
2024
Q4 		$29K Buy
+550
New +$31.4K 0.03% 82

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

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

Navigoe Wealth Management increased its Dominion Energy (D) stake by 0.48% in Q2 2026, buying an estimated $650 and bringing the position to 2,099 shares worth $143K. The position accounts for 0.07% of the portfolio, ranked #53.

Navigoe Wealth Management first reported a position in D in Q4 2024 and has held it in 7 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Navigoe Wealth Management held 2,099 shares of Dominion Energy worth $143K as of Q2 2026.
  • Navigoe Wealth Management bought 10 Dominion Energy shares in Q2 2026, an estimated $650.
  • Dominion Energy made up 0.07% of Navigoe Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Navigoe Wealth Management first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.