PWMAG
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Pinnacle Wealth Management Advisory Group’s Dominion Energy D Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$637K Buy
10,311
+318
+3% +$19.6K 0.04% 229
2025
Q4 		$585K Buy
9,993
+636
+7% +$38.3K 0.04% 240
2025
Q3 		$572K Sell
9,357
-107
-1% -$6.36K 0.04% 210
2025
Q2 		$535K Sell
9,464
-499
-5% -$27.3K 0.04% 209
2025
Q1 		$559K Sell
9,963
-224
-2% -$12.3K 0.05% 191
2024
Q4 		$549K Sell
10,187
-754
-7% -$43K 0.05% 187
2024
Q3 		$632K Buy
10,941
+32
+0.3% +$1.75K 0.06% 171
2024
Q2 		$535K Buy
10,909
+195
+2% +$9.94K 0.06% 186
2024
Q1 		$527K Buy
10,714
+320
+3% +$14.9K 0.06% 181
2023
Q4 		$489K Buy
10,394
+747
+8% +$33.3K 0.06% 183
2023
Q3 		$431K Sell
9,647
-1,418
-13% -$70.4K 0.06% 194
2023
Q2 		$573K Buy
11,065
+905
+9% +$49.2K 0.07% 167
2023
Q1 		$568K Sell
10,160
-677
-6% -$39.6K 0.08% 168
2022
Q4 		$665K Buy
10,837
+313
+3% +$19.7K 0.1% 143
2022
Q3 		$727K Buy
10,524
+1,035
+11% +$83.6K 0.12% 119
2022
Q2 		$757K Buy
9,489
+496
+6% +$41K 0.12% 131
2022
Q1 		$764K Buy
8,993
+20
+0.2% +$1.61K 0.11% 145
2021
Q4 		$705K Buy
8,973
+4,023
+81% +$303K 0.12% 148
2021
Q3 		$361K Buy
4,950
+80
+2% +$6.1K 0.08% 166
2021
Q2 		$358K Sell
4,870
-405
-8% -$31.3K 0.08% 166
2021
Q1 		$401K Sell
5,275
-125
-2% -$9.08K 0.11% 135
2020
Q4 		$406K Sell
5,400
-75
-1% -$5.96K 0.12% 130
2020
Q3 		$432K Buy
5,475
+565
+12% +$44.4K 0.15% 119
2020
Q2 		$399K Buy
4,910
+745
+18% +$59.8K 0.15% 121
2020
Q1 		$301K Sell
4,165
-85
-2% -$6.94K 0.15% 116
2019
Q4 		$352K Sell
4,250
-55
-1% -$4.49K 0.13% 135
2019
Q3 		$349K Sell
4,305
-375
-8% -$29K 0.15% 127
2019
Q2 		$362K Sell
4,680
-485
-9% -$37K 0.15% 128
2019
Q1 		$396K Sell
5,165
-125
-2% -$9.13K 0.18% 117
2018
Q4 		$378K Buy
5,290
+74
+1% +$5.41K 0.2% 113
2018
Q3 		$367K Buy
5,216
+620
+13% +$43.9K 0.18% 113
2018
Q2 		$313K Buy
+4,596
New +$299K 0.17% 111

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

Pinnacle Wealth Management Advisory Group's D Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Dominion Energy (D) stake by 3.2% in Q1 2026, buying an estimated $19.6K and bringing the position to 10,311 shares worth $637K. The position accounts for 0.04% of the portfolio, ranked #229.

Pinnacle Wealth Management Advisory Group first reported a position in D in Q2 2018 and has held it in 32 quarters since. The position peaked at $764K in Q1 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 10,311 shares of Dominion Energy worth $637K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 318 Dominion Energy shares in Q1 2026, an estimated $19.6K.
  • Dominion Energy made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #229 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Dominion Energy in Q2 2018 and has held it in 32 quarters since.
  • Pinnacle Wealth Management Advisory Group's Dominion Energy position peaked at $764K in Q1 2022.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.