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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal CFO Solutions's D Position: Q1 2026 in Review

Personal CFO Solutions reduced its Dominion Energy (D) stake by 12% in Q1 2026, selling an estimated $183K and leaving 21,031 shares worth $1.3M. The position accounts for 0.18% of the portfolio, ranked #96.

Personal CFO Solutions first reported a position in D in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.42M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Personal CFO Solutions held 21,031 shares of Dominion Energy worth $1.3M as of Q1 2026.
Personal CFO Solutions sold 2,955 Dominion Energy shares in Q1 2026, an estimated $183K.
Dominion Energy made up 0.18% of Personal CFO Solutions's portfolio in Q1 2026, its #96 holding.
Personal CFO Solutions first reported a position in Dominion Energy in Q2 2023 and has held it in 12 quarters since.
Personal CFO Solutions's Dominion Energy position peaked at $1.42M in Q3 2025.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.