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Phoenix Wealth Advisors’s Dominion Energy D Stock Holding History

Phoenix Wealth Advisors’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 		$578K Buy
8,459
+88
+1% +$5.72K 0.19% 77
2026
Q1 		$518K Sell
8,371
-1,582
-16% -$97.7K 0.2% 79
2025
Q4 		$583K Sell
9,953
-79
-0.8% -$4.76K 0.22% 76
2025
Q3 		$614K Sell
10,032
-111
-1% -$6.6K 0.24% 72
2025
Q2 		$573K Buy
10,143
+3
+0% +$164 0.24% 74
2025
Q1 		$569K Buy
10,140
+45
+0.4% +$2.48K 0.25% 71
2024
Q4 		$544K Buy
10,095
+120
+1% +$6.85K 0.24% 73
2024
Q3 		$576K Buy
9,975
+80
+0.8% +$4.37K 0.27% 68
2024
Q2 		$485K Buy
9,895
+51
+0.5% +$2.6K 0.24% 73
2024
Q1 		$484K Buy
9,844
+533
+6% +$24.9K 0.3% 66
2023
Q4 		$452K Sell
9,311
-396
-4% -$17.7K 0.31% 57
2023
Q3 		$434K Buy
9,707
+80
+0.8% +$3.97K 0.25% 53
2023
Q2 		$499K Buy
+9,627
New +$523K 0.29% 51
2022
Q2 		– Sell
-3,931
Closed -$345K – 111
2022
Q1 		$345K Hold
3,931
– – 0.36% 64
2021
Q4 		$309K Sell
3,931
-896
-19% -$67.4K 0.23% 89
2021
Q3 		$352K Sell
4,827
-25,040
-84% -$1.91M 0.26% 78
2021
Q2 		$2.25M Buy
29,867
+1,365
+5% +$105K 1.62% 20
2021
Q1 		$2.16M Buy
28,502
+267
+0.9% +$19.4K 1.68% 23
2020
Q4 		$2.12M Buy
+28,235
New +$2.24M 1.61% 22

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

Phoenix Wealth Advisors's D Position: Q2 2026 in Review

Phoenix Wealth Advisors increased its Dominion Energy (D) stake by 1.1% in Q2 2026, buying an estimated $5.72K and bringing the position to 8,459 shares worth $578K. The position accounts for 0.19% of the portfolio, ranked #77.

Phoenix Wealth Advisors first reported a position in D in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.25M in Q2 2021. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Phoenix Wealth Advisors held 8,459 shares of Dominion Energy worth $578K as of Q2 2026.
  • Phoenix Wealth Advisors bought 88 Dominion Energy shares in Q2 2026, an estimated $5.72K.
  • Dominion Energy made up 0.19% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Phoenix Wealth Advisors first reported a position in Dominion Energy in Q4 2020 and has held it in 19 quarters since.
  • Phoenix Wealth Advisors's Dominion Energy position peaked at $2.25M in Q2 2021.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.