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Nvest Wealth Strategies’s Dominion Energy D Stock Holding History

Nvest Wealth Strategies’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 		$888 Hold
13
– – ﹤0.01% 226
2026
Q1 		$804 Buy
+13
New +$803 ﹤0.01% 235

Other funds holding D

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Nvest Wealth Strategies's D Position: Q2 2026 in Review

Nvest Wealth Strategies held its Dominion Energy (D) position steady in Q2 2026 at 13 shares worth $888. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Nvest Wealth Strategies first reported a position in D in Q1 2026 and has held it in 2 quarters since. 936 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Nvest Wealth Strategies held 13 shares of Dominion Energy worth $888 as of Q2 2026.
  • Nvest Wealth Strategies left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #226 holding.
  • Nvest Wealth Strategies first reported a position in Dominion Energy in Q1 2026 and has held it in 2 quarters since.
  • 936 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.