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Principle Wealth Partners’s Dominion Energy D Stock Holding History

Principle Wealth Partners’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 		$3.86M Buy
62,468
+2,755
+5% +$170K 0.22% 91
2025
Q4 		$3.5M Buy
59,713
+1,050
+2% +$63.3K 0.2% 92
2025
Q3 		$3.59M Buy
58,663
+2,294
+4% +$136K 0.21% 86
2025
Q2 		$3.19M Sell
56,369
-5,165
-8% -$283K 0.2% 94
2025
Q1 		$3.45M Buy
61,534
+20,839
+51% +$1.15M 0.25% 89
2024
Q4 		$2.19M Buy
40,695
+29,638
+268% +$1.69M 0.15% 116
2024
Q3 		$639K Sell
11,057
-179
-2% -$9.78K 0.05% 202
2024
Q2 		$551K Buy
11,236
+2
+0% +$102 0.04% 206
2024
Q1 		$553K Buy
11,234
+4,854
+76% +$227K 0.04% 208
2023
Q4 		$300K Buy
6,380
+3
+0% +$134 0.03% 269
2023
Q3 		$285K Hold
6,377
– – 0.03% 259
2023
Q2 		$330K Sell
6,377
-71
-1% -$3.86K 0.03% 251
2023
Q1 		$361K Hold
6,448
– – 0.04% 225
2022
Q4 		$395K Hold
6,448
– – 0.04% 215
2022
Q3 		$446 Sell
6,448
-100
-2% -$8.07K 0.04% 192
2022
Q2 		$523K Hold
6,548
– – 0.06% 190
2022
Q1 		$556K Hold
6,548
– – 0.06% 191
2021
Q4 		$514K Hold
6,548
– – 0.05% 204
2021
Q3 		$478K Hold
6,548
– – 0.06% 202
2021
Q2 		$482K Hold
6,548
– – 0.05% 203
2021
Q1 		$497K Buy
6,548
+1,400
+27% +$102K 0.06% 193
2020
Q4 		$387K Buy
+5,148
New +$409K 0.05% 198
2020
Q3 		– Sell
-1,250
Closed -$101K – 213
2020
Q2 		$101K Buy
+1,250
New +$100K 0.03% 213

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

Principle Wealth Partners's D Position: Q1 2026 in Review

Principle Wealth Partners increased its Dominion Energy (D) stake by 4.6% in Q1 2026, buying an estimated $170K and bringing the position to 62,468 shares worth $3.86M. The position accounts for 0.22% of the portfolio, ranked #91.

Principle Wealth Partners first reported a position in D in Q2 2020 and has held it in 23 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Principle Wealth Partners held 62,468 shares of Dominion Energy worth $3.86M as of Q1 2026.
  • Principle Wealth Partners bought 2,755 Dominion Energy shares in Q1 2026, an estimated $170K.
  • Dominion Energy made up 0.22% of Principle Wealth Partners's portfolio in Q1 2026, its #91 holding.
  • Principle Wealth Partners first reported a position in Dominion Energy in Q2 2020 and has held it in 23 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.