Physician Wealth Advisors’s Dominion Energy D Stock Holding History

Physician 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 Q1	$230K	Buy	3,722 +38	+1%	+$2.35K	0.03%	174
2025 Q4	$216K	Sell	3,684 -130	-3%	-$7.83K	0.03%	190
2025 Q3	$233K	Sell	3,814 -213	-5%	-$12.7K	0.03%	170
2025 Q2	$228K	Buy	4,027 +43	+1%	+$2.36K	0.04%	165
2025 Q1	$223K	Buy	3,984 +21	+0.5%	+$1.16K	0.04%	163
2024 Q4	$213K	Buy	3,963 +3	+0.1%	+$171	0.04%	170
2024 Q3	$228K	Buy	+3,960	New	+$216K	0.04%	171
2023 Q2	–	Sell	-3,567	Closed	-$205K	–	152
2023 Q1	$205K	Buy	3,567 +3	+0.1%	+$176	0.05%	147
2022 Q4	$223K	Buy	3,564 +3	+0.1%	+$188	0.06%	140
2022 Q3	$246K	Buy	3,561 +1	+0%	+$81	0.08%	125
2022 Q2	$294K	Sell	3,560 -1,473	-29%	-$122K	0.09%	116
2022 Q1	$415K	Buy	5,033 +2	+0%	+$161	0.11%	93
2021 Q4	$404K	Buy	5,031 +2	+0%	+$150	0.11%	97
2021 Q3	$368K	Buy	5,029 +2	+0%	+$153	0.1%	103
2021 Q2	$374K	Sell	5,027 -33	-0.7%	-$2.55K	0.11%	97
2021 Q1	$387K	Buy	5,060 +2	+0%	+$145	0.13%	93
2020 Q4	$368K	Buy	5,058 +2	+0%	+$159	0.13%	91
2020 Q3	$413K	Buy	5,056 +2	+0%	+$157	0.17%	79
2020 Q2	$405K	Buy	+5,054	New	+$405K	0.16%	80

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

Physician Wealth Advisors's D Position: Q1 2026 in Review

Physician Wealth Advisors increased its Dominion Energy (D) stake by 1% in Q1 2026, buying an estimated $2.35K and bringing the position to 3,722 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #174.

Physician Wealth Advisors first reported a position in D in Q2 2020 and has held it in 19 quarters since. The position peaked at $415K in Q1 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Physician Wealth Advisors held 3,722 shares of Dominion Energy worth $230K as of Q1 2026.
Physician Wealth Advisors bought 38 Dominion Energy shares in Q1 2026, an estimated $2.35K.
Dominion Energy made up 0.03% of Physician Wealth Advisors's portfolio in Q1 2026, its #174 holding.
Physician Wealth Advisors first reported a position in Dominion Energy in Q2 2020 and has held it in 19 quarters since.
Physician Wealth Advisors's Dominion Energy position peaked at $415K in Q1 2022.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.