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NWAM LLC’s Dominion Energy D Stock Holding History

NWAM 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
Q1 		$1.24M Buy
20,104
+13,164
+190% +$813K 0.07% 255
2025
Q4 		$417K Sell
6,940
-6,470
-48% -$390K 0.02% 427
2025
Q3 		$824K Buy
+13,410
New +$797K 0.04% 312
2022
Q3 		– Sell
-3,769
Closed -$300K – 496
2022
Q2 		$300K Sell
3,769
-858
-19% -$70.9K 0.03% 407
2022
Q1 		$393K Buy
4,627
+1,579
+52% +$127K 0.03% 363
2021
Q4 		$239K Buy
3,048
+103
+3% +$7.75K 0.02% 455
2021
Q3 		$215K Buy
2,945
+109
+4% +$8.31K 0.02% 461
2021
Q2 		$209K Sell
2,836
-565
-17% -$43.6K 0.02% 444
2021
Q1 		$258K Buy
3,401
+449
+15% +$32.6K 0.03% 409
2020
Q4 		$222K Buy
+2,952
New +$235K 0.03% 404
2020
Q3 		– Sell
-4,788
Closed -$389K – 281
2020
Q2 		$389K Buy
4,788
+331
+7% +$26.5K 0.05% 281
2020
Q1 		$322 Buy
4,457
+1,142
+34% +$93.3K 0.01% 292
2019
Q4 		$275K Sell
3,315
-350
-10% -$28.6K 0.05% 315
2019
Q3 		$297K Buy
3,665
+1,014
+38% +$78.4K 0.06% 282
2019
Q2 		$205K Buy
+2,651
New +$202K 0.04% 350

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

NWAM LLC's D Position: Q1 2026 in Review

NWAM LLC increased its Dominion Energy (D) stake by 190% in Q1 2026, buying an estimated $813K and bringing the position to 20,104 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #255.

NWAM LLC first reported a position in D in Q2 2019 and has held it in 15 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • NWAM LLC held 20,104 shares of Dominion Energy worth $1.24M as of Q1 2026.
  • NWAM LLC bought 13,164 Dominion Energy shares in Q1 2026, an estimated $813K.
  • Dominion Energy made up 0.07% of NWAM LLC's portfolio in Q1 2026, its #255 holding.
  • NWAM LLC first reported a position in Dominion Energy in Q2 2019 and has held it in 15 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.