Portus Wealth Advisors’s Dominion Energy D Stock Holding History

Portus 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	–	Sell	-10	Closed	-$618	–	162
2026 Q1	$618	Buy	+10	New	+$618	﹤0.01%	456

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Portus Wealth Advisors sold out of Dominion Energy (D) in Q2 2026, closing a stake of 10 shares — an estimated $618 sold.

Portus Wealth Advisors first reported a position in D in Q1 2026 and held it in 1 quarter. The position peaked at $618 in Q1 2026. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Portus Wealth Advisors reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 10 Dominion Energy shares in Q2 2026, an estimated $618.
Portus Wealth Advisors first reported a position in Dominion Energy in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Dominion Energy position peaked at $618 in Q1 2026.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.