NDWM LLC’s Dominion Energy D Stock Holding History

NDWM LLC’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	–	Sell	-5,500	Closed	-$340K	–	40
2026 Q1	$340K	Hold	5,500	–	–	0.22%	29
2025 Q4	$322K	Hold	5,500	–	–	0.21%	28
2025 Q3	$336K	Hold	5,500	–	–	0.23%	29
2025 Q2	$311K	Buy	+5,500	New	+$301K	0.23%	28

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

NDWM LLC's D Position: Q2 2026 in Review

NDWM LLC sold out of Dominion Energy (D) in Q2 2026, closing a stake of 5,500 shares — an estimated $340K sold.

NDWM LLC first reported a position in D in Q2 2025 and held it in 4 quarters. The position peaked at $340K in Q1 2026. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

NDWM LLC reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
NDWM LLC sold 5,500 Dominion Energy shares in Q2 2026, an estimated $340K.
NDWM LLC first reported a position in Dominion Energy in Q2 2025 and held it in 4 quarters.
NDWM LLC's Dominion Energy position peaked at $340K in Q1 2026.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on NDWM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.