NW
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NewEdge Wealth’s Dominion Energy D Stock Holding History

NewEdge Wealth’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 		$5.4M Buy
79,128
+475
+0.6% +$30.9K 0.05% 223
2026
Q1 		$4.86M Buy
78,653
+4,982
+7% +$308K 0.06% 221
2025
Q4 		$4.32M Sell
73,671
-26,367
-26% -$1.59M 0.05% 267
2025
Q3 		$5.97M Buy
100,038
+394
+0.4% +$23.4K 0.09% 183
2025
Q2 		$6.15M Buy
99,644
+49,940
+100% +$2.74M 0.1% 167
2025
Q1 		$2.79M Buy
49,704
+3,903
+9% +$215K 0.05% 284
2024
Q4 		$2.47M Buy
45,801
+4,502
+11% +$257K 0.04% 307
2024
Q3 		$2.39M Buy
41,299
+5,006
+14% +$273K 0.04% 316
2024
Q2 		$1.78M Sell
36,293
-554
-2% -$28.2K 0.04% 344
2024
Q1 		$1.89M Buy
36,847
+6,288
+21% +$294K 0.04% 333
2023
Q4 		$1.44M Sell
30,559
-3,698
-11% -$165K 0.04% 348
2023
Q3 		$1.53M Buy
34,257
+108
+0.3% +$5.36K 0.05% 300
2023
Q2 		$1.77M Buy
34,149
+143
+0.4% +$7.77K 0.06% 272
2023
Q1 		$1.9M Buy
34,006
+5,528
+19% +$323K 0.07% 228
2022
Q4 		$1.75M Sell
28,478
-3,270
-10% -$205K 0.08% 231
2022
Q3 		$2.19M Sell
31,748
-12,737
-29% -$1.03M 0.1% 177
2022
Q2 		$3.55M Buy
44,485
+40,296
+962% +$3.33M 0.16% 128
2022
Q1 		$356K Sell
4,189
-396
-9% -$31.8K 0.02% 344
2021
Q4 		$360K Buy
4,585
+1,778
+63% +$134K 0.02% 322
2021
Q3 		$205K Sell
2,807
-171
-6% -$13K 0.01% 280
2021
Q2 		$219K Buy
+2,978
New +$230K 0.02% 265

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

NewEdge Wealth's D Position: Q2 2026 in Review

NewEdge Wealth increased its Dominion Energy (D) stake by 0.6% in Q2 2026, buying an estimated $30.9K and bringing the position to 79,128 shares worth $5.4M. The position accounts for 0.05% of the portfolio, ranked #223.

NewEdge Wealth first reported a position in D in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.15M in Q2 2025. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • NewEdge Wealth held 79,128 shares of Dominion Energy worth $5.4M as of Q2 2026.
  • NewEdge Wealth bought 475 Dominion Energy shares in Q2 2026, an estimated $30.9K.
  • Dominion Energy made up 0.05% of NewEdge Wealth's portfolio in Q2 2026, its #223 holding.
  • NewEdge Wealth first reported a position in Dominion Energy in Q2 2021 and has held it in 21 quarters since.
  • NewEdge Wealth's Dominion Energy position peaked at $6.15M in Q2 2025.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.