PCS
D icon

Personal CFO Solutions’s Dominion Energy D Stock Holding History

Personal CFO Solutions’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 		$1.4M Sell
20,559
-472
-2% -$30.7K 0.2% 79
2026
Q1 		$1.3M Sell
21,031
-2,955
-12% -$183K 0.18% 96
2025
Q4 		$1.41M Buy
23,986
+786
+3% +$47.4K 0.22% 80
2025
Q3 		$1.42M Sell
23,200
-334
-1% -$19.9K 0.25% 75
2025
Q2 		$1.33M Buy
23,534
+693
+3% +$38K 0.25% 79
2025
Q1 		$1.28M Sell
22,841
-422
-2% -$23.2K 0.26% 78
2024
Q4 		$1.25M Sell
23,263
-42
-0.2% -$2.4K 0.25% 79
2024
Q3 		$1.35M Buy
23,305
+119
+0.5% +$6.5K 0.19% 103
2024
Q2 		$1.14M Buy
23,186
+169
+0.7% +$8.61K 0.17% 112
2024
Q1 		$1.13M Buy
23,017
+13,575
+144% +$634K 0.18% 114
2023
Q4 		$444K Buy
9,442
+2,937
+45% +$131K 0.08% 260
2023
Q3 		$291K Buy
6,505
+1,508
+30% +$74.9K 0.06% 329
2023
Q2 		$259K Buy
+4,997
New +$272K 0.05% 372

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

Personal CFO Solutions's D Position: Q2 2026 in Review

Personal CFO Solutions reduced its Dominion Energy (D) stake by 2.2% in Q2 2026, selling an estimated $30.7K and leaving 20,559 shares worth $1.4M. The position accounts for 0.2% of the portfolio, ranked #79.

Personal CFO Solutions first reported a position in D in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.42M in Q3 2025. 1,550 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Personal CFO Solutions held 20,559 shares of Dominion Energy worth $1.4M as of Q2 2026.
  • Personal CFO Solutions sold 472 Dominion Energy shares in Q2 2026, an estimated $30.7K.
  • Dominion Energy made up 0.2% of Personal CFO Solutions's portfolio in Q2 2026, its #79 holding.
  • Personal CFO Solutions first reported a position in Dominion Energy in Q2 2023 and has held it in 13 quarters since.
  • Personal CFO Solutions's Dominion Energy position peaked at $1.42M in Q3 2025.
  • 1,550 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.