PCS
D icon

Private Client Services’s Dominion Energy D Stock Holding History

Private Client Services’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 		$456K Buy
6,677
+862
+15% +$56K 0.12% 138
2026
Q1 		$359K Sell
5,815
-281
-5% -$17.4K 0.11% 138
2025
Q4 		$357K Buy
6,096
+3
+0% +$181 0.11% 127
2025
Q3 		$373K Sell
6,093
-141
-2% -$8.38K 0.12% 127
2025
Q2 		$352K Buy
6,234
+188
+3% +$10.3K 0.14% 134
2025
Q1 		$339K Sell
6,046
-48
-0.8% -$2.64K 0.17% 121
2024
Q4 		$328K Sell
6,094
-40
-0.7% -$2.28K 0.18% 115
2024
Q3 		$354K Buy
+6,134
New +$335K 0.19% 105

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

Private Client Services's D Position: Q2 2026 in Review

Private Client Services increased its Dominion Energy (D) stake by 15% in Q2 2026, buying an estimated $56K and bringing the position to 6,677 shares worth $456K. The position accounts for 0.12% of the portfolio, ranked #138.

Private Client Services first reported a position in D in Q3 2024 and has held it in 8 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Private Client Services held 6,677 shares of Dominion Energy worth $456K as of Q2 2026.
  • Private Client Services bought 862 Dominion Energy shares in Q2 2026, an estimated $56K.
  • Dominion Energy made up 0.12% of Private Client Services's portfolio in Q2 2026, its #138 holding.
  • Private Client Services first reported a position in Dominion Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.