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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
Q2 		$496K Sell
7,260
-12,844
-64% -$835K 0.02% 453
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
New +$384K 0.05% 281
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

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

NWAM LLC's D Position: Q2 2026 in Review

NWAM LLC reduced its Dominion Energy (D) stake by 64% in Q2 2026, selling an estimated $835K and leaving 7,260 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #453.

NWAM LLC first reported a position in D in Q2 2019 and has held it in 15 quarters since. The position peaked at $1.24M in Q1 2026. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • NWAM LLC held 7,260 shares of Dominion Energy worth $496K as of Q2 2026.
  • NWAM LLC sold 12,844 Dominion Energy shares in Q2 2026, an estimated $835K.
  • Dominion Energy made up 0.02% of NWAM LLC's portfolio in Q2 2026, its #453 holding.
  • NWAM LLC first reported a position in Dominion Energy in Q2 2019 and has held it in 15 quarters since.
  • NWAM LLC's Dominion Energy position peaked at $1.24M in Q1 2026.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

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