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

Private 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
Q1 		$77.4K Hold
1,252
– – 0.02% 150
2025
Q4 		$73.4K Hold
1,252
– – 0.02% 151
2025
Q3 		$76.6K Hold
1,252
– – 0.02% 144
2025
Q2 		$70.8K Buy
1,252
+66
+6% +$3.62K 0.02% 141
2025
Q1 		$66.5K Buy
1,186
+59
+5% +$3.25K 0.02% 143
2024
Q4 		$60.7K Hold
1,127
– – 0.02% 151
2024
Q3 		$65.1K Hold
1,127
– – 0.03% 141
2024
Q2 		$55.2K Hold
1,127
– – 0.02% 151
2024
Q1 		$55.4K Buy
1,127
+18
+2% +$841 0.03% 146
2023
Q4 		$52.1K Buy
+1,109
New +$49.5K 0.03% 151

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

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

Private Wealth Management Group held its Dominion Energy (D) position steady in Q1 2026 at 1,252 shares worth $77.4K. The position accounts for 0.02% of the portfolio, ranked #150.

Private Wealth Management Group first reported a position in D in Q4 2023 and has held it in 10 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Private Wealth Management Group held 1,252 shares of Dominion Energy worth $77.4K as of Q1 2026.
  • Private Wealth Management Group left its Dominion Energy share count unchanged in Q1 2026.
  • Dominion Energy made up 0.02% of Private Wealth Management Group's portfolio in Q1 2026, its #150 holding.
  • Private Wealth Management Group first reported a position in Dominion Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.