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Parcion Private Wealth’s Dominion Energy D Stock Holding History

Parcion Private 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
Q1 		$799K Sell
12,929
-240
-2% -$14.8K 0.05% 179
2025
Q4 		$772K Buy
13,169
+96
+0.7% +$5.78K 0.05% 178
2025
Q3 		$800K Buy
13,073
+648
+5% +$38.5K 0.05% 150
2025
Q2 		$702K Buy
12,425
+221
+2% +$12.1K 0.05% 146
2025
Q1 		$684K Buy
12,204
+720
+6% +$39.6K 0.06% 145
2024
Q4 		$619K Hold
11,484
– – 0.05% 147
2024
Q3 		$664K Buy
11,484
+1,316
+13% +$71.9K 0.06% 136
2024
Q2 		$498K Sell
10,168
-528
-5% -$26.9K 0.05% 137
2024
Q1 		$526K Hold
10,696
– – 0.05% 133
2023
Q4 		$503K Hold
10,696
– – 0.05% 135
2023
Q3 		$478K Hold
10,696
– – 0.05% 138
2023
Q2 		$554K Hold
10,696
– – 0.06% 126
2023
Q1 		$598K Hold
10,696
– – 0.06% 129
2022
Q4 		$656K Hold
10,696
– – 0.07% 122
2022
Q3 		$739K Hold
10,696
– – 0.08% 128
2022
Q2 		$827K Sell
10,696
-47
-0.4% -$3.88K 0.08% 134
2022
Q1 		$908K Sell
10,743
-120
-1% -$9.64K 0.08% 111
2021
Q4 		$860K Sell
10,863
-167
-2% -$12.6K 0.08% 110
2021
Q3 		$806K Buy
11,030
+183
+2% +$14K 0.07% 123
2021
Q2 		$798K Hold
10,847
– – 0.08% 120
2021
Q1 		$824K Sell
10,847
-63
-0.6% -$4.58K 0.09% 118
2020
Q4 		$820K Buy
10,910
+63
+0.6% +$5K 0.11% 106
2020
Q3 		$866K Sell
10,847
-1,610
-13% -$126K 0.13% 102
2020
Q2 		$917K Hold
12,457
– – 0.16% 92
2020
Q1 		$899K Sell
12,457
-1,317
-10% -$108K 0.25% 72
2019
Q4 		$1.14M Buy
+13,774
New +$1.13M 0.25% 68

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

Parcion Private Wealth's D Position: Q1 2026 in Review

Parcion Private Wealth reduced its Dominion Energy (D) stake by 1.8% in Q1 2026, selling an estimated $14.8K and leaving 12,929 shares worth $799K. The position accounts for 0.05% of the portfolio, ranked #179.

Parcion Private Wealth first reported a position in D in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.14M in Q4 2019. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Parcion Private Wealth held 12,929 shares of Dominion Energy worth $799K as of Q1 2026.
  • Parcion Private Wealth sold 240 Dominion Energy shares in Q1 2026, an estimated $14.8K.
  • Dominion Energy made up 0.05% of Parcion Private Wealth's portfolio in Q1 2026, its #179 holding.
  • Parcion Private Wealth first reported a position in Dominion Energy in Q4 2019 and has held it in 26 quarters since.
  • Parcion Private Wealth's Dominion Energy position peaked at $1.14M in Q4 2019.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.