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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
Q2 		$85.5K Hold
1,252
– – 0.02% 186
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

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 $3.38T AUM 44.17% 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 Wealth Management Group's D Position: Q2 2026 in Review

Private Wealth Management Group held its Dominion Energy (D) position steady in Q2 2026 at 1,252 shares worth $85.5K. The position accounts for 0.02% of the portfolio, ranked #186.

Private Wealth Management Group first reported a position in D in Q4 2023 and has held it in 11 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Private Wealth Management Group held 1,252 shares of Dominion Energy worth $85.5K as of Q2 2026.
  • Private Wealth Management Group left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #186 holding.
  • Private Wealth Management Group first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.