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Prestige Wealth Management Group’s Dominion Energy D Stock Holding History

Prestige Wealth Management 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
Q2 		$14.6K Hold
214
– – ﹤0.01% 396
2026
Q1 		$13.2K Hold
214
– – ﹤0.01% 386
2025
Q4 		$12.5K Hold
214
– – ﹤0.01% 411
2025
Q3 		$13.1K Hold
214
– – ﹤0.01% 409
2025
Q2 		$12.1K Sell
214
-146
-41% -$8K ﹤0.01% 412
2025
Q1 		$20.2K Buy
360
+246
+216% +$13.5K ﹤0.01% 342
2024
Q4 		$6.14K Hold
114
– – ﹤0.01% 556
2024
Q3 		$6.59K Hold
114
– – ﹤0.01% 544
2024
Q2 		$5.59K Sell
114
-102
-47% -$5.2K ﹤0.01% 529
2024
Q1 		$10.6K Buy
216
+53
+33% +$2.48K ﹤0.01% 434
2023
Q4 		$7.66K Buy
+163
New +$7.28K ﹤0.01% 505
2023
Q3 		– Sell
-15
Closed -$777 – 1058
2023
Q2 		$777 Sell
15
-175
-92% -$9.51K ﹤0.01% 935
2023
Q1 		$10.6K Buy
190
+143
+304% +$8.37K ﹤0.01% 424
2022
Q4 		$2.88K Sell
47
-167
-78% -$10.5K ﹤0.01% 749
2022
Q3 		$15K Buy
214
+13
+6% +$1.05K ﹤0.01% 359
2022
Q2 		$16K Sell
201
-2
-1% -$165 ﹤0.01% 367
2022
Q1 		$17K Sell
203
-5
-2% -$402 ﹤0.01% 373
2021
Q4 		$16K Buy
208
+12
+6% +$903 ﹤0.01% 408
2021
Q3 		$14K Hold
196
– – ﹤0.01% 420
2021
Q2 		$14K Sell
196
-46
-19% -$3.55K ﹤0.01% 409
2021
Q1 		$19K Buy
242
+76
+46% +$5.52K 0.01% 369
2020
Q4 		$12K Sell
166
-108
-39% -$8.58K ﹤0.01% 424
2020
Q3 		$22K Buy
274
+14
+5% +$1.1K 0.01% 332
2020
Q2 		$21K Sell
260
-260
-50% -$20.9K 0.01% 321
2020
Q1 		$38K Buy
520
+135
+35% +$11K 0.02% 204
2019
Q4 		$32K Buy
385
+75
+24% +$6.13K 0.02% 239
2019
Q3 		$25K Buy
310
+235
+313% +$18.2K 0.01% 251
2019
Q2 		$6K Hold
75
– – ﹤0.01% 374
2019
Q1 		$6K Sell
75
-64
-46% -$4.67K ﹤0.01% 379
2018
Q4 		$10K Buy
+139
New +$10.2K 0.01% 426

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

Prestige Wealth Management Group's D Position: Q2 2026 in Review

Prestige Wealth Management Group held its Dominion Energy (D) position steady in Q2 2026 at 214 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Prestige Wealth Management Group first reported a position in D in Q4 2018 and has held it in 30 quarters since. The position peaked at $38K in Q1 2020. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Prestige Wealth Management Group held 214 shares of Dominion Energy worth $14.6K as of Q2 2026.
  • Prestige Wealth Management Group left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #396 holding.
  • Prestige Wealth Management Group first reported a position in Dominion Energy in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's Dominion Energy position peaked at $38K in Q1 2020.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.