PWAM
D icon

Private Wealth Asset Management’s Dominion Energy D Stock Holding History

Private Wealth Asset Management’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 		– Sell
-6
Closed -$352 – 983
2025
Q4 		$352 Sell
6
-420
-99% -$25.3K ﹤0.01% 915
2025
Q3 		$26.1K Hold
426
– – ﹤0.01% 490
2025
Q2 		$24.1K Sell
426
-28
-6% -$1.53K ﹤0.01% 512
2025
Q1 		$25.5K Buy
+454
New +$25K ﹤0.01% 478

Other funds holding D

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Asset Management's D Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Dominion Energy (D) in Q1 2026, closing a stake of 6 shares — an estimated $352 sold.

Private Wealth Asset Management first reported a position in D in Q1 2025 and held it in 4 quarters. The position peaked at $26.1K in Q3 2025. 1,486 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 6 Dominion Energy shares in Q1 2026, an estimated $352.
  • Private Wealth Asset Management first reported a position in Dominion Energy in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Dominion Energy position peaked at $26.1K in Q3 2025.
  • 1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.