Private Wealth Partners’s Dominion Energy D Stock Holding History

Private 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	$430K	Sell	6,950 -250	-3%	-$15.4K	0.03%	132
2025 Q4	$422K	Buy	7,200 +155	+2%	+$9.34K	0.03%	133
2025 Q3	$431K	Hold	7,045	–	–	0.03%	132
2025 Q2	$398K	Hold	7,045	–	–	0.03%	135
2025 Q1	$395K	Buy	7,045 +100	+1%	+$5.5K	0.03%	128
2024 Q4	$374K	Sell	6,945 -250	-3%	-$14.3K	0.03%	142
2024 Q3	$416K	Sell	7,195 -5	-0.1%	-$273	0.03%	133
2024 Q2	$353K	Hold	7,200	–	–	0.03%	132
2024 Q1	$354K	Sell	7,200 -2,000	-22%	-$93.4K	0.03%	125
2023 Q4	$432K	Hold	9,200	–	–	0.04%	121
2023 Q3	$411K	Buy	9,200 +500	+6%	+$24.8K	0.04%	110
2023 Q2	$451K	Buy	8,700 +60	+0.7%	+$3.26K	0.04%	106
2023 Q1	$483K	Buy	+8,640	New	+$506K	0.05%	107
2021 Q1	–	Sell	-8,330	Closed	-$626K	–	86
2020 Q4	$626K	Buy	8,330 +500	+6%	+$39.7K	0.07%	79
2020 Q3	$618K	Hold	7,830	–	–	0.07%	74
2020 Q2	$636K	Hold	7,830	–	–	0.09%	72
2020 Q1	$565K	Sell	7,830 -1,690	-18%	-$138K	0.1%	78
2019 Q4	$788K	Sell	9,520 -158	-2%	-$12.9K	0.11%	78
2019 Q3	$784K	Buy	9,678 +1,980	+26%	+$153K	0.12%	71
2019 Q2	$595K	Hold	7,698	–	–	0.09%	81
2019 Q1	$590K	Hold	7,698	–	–	0.1%	77
2018 Q4	$550K	Hold	7,698	–	–	0.11%	67
2018 Q3	$541K	Hold	7,698	–	–	0.08%	86
2018 Q2	$525K	Hold	7,698	–	–	0.09%	89
2018 Q1	$519K	Hold	7,698	–	–	0.09%	90
2017 Q4	$624K	Hold	7,698	–	–	0.12%	88
2017 Q3	$592K	Hold	7,698	–	–	0.12%	86
2017 Q2	$590K	Hold	7,698	–	–	0.13%	78
2017 Q1	$597K	Hold	7,698	–	–	0.13%	76
2016 Q4	$590K	Sell	7,698 -1,408	-15%	-$104K	0.14%	77
2016 Q3	$676K	Hold	9,106	–	–	0.16%	74
2016 Q2	$710K	Hold	9,106	–	–	0.17%	78
2016 Q1	$684K	Hold	9,106	–	–	0.16%	80
2015 Q4	$616K	Hold	9,106	–	–	0.14%	95
2015 Q3	$641K	Hold	9,106	–	–	0.16%	89
2015 Q2	$609K	Hold	9,106	–	–	0.14%	96
2015 Q1	$645K	Hold	9,106	–	–	0.15%	106
2014 Q4	$700K	Hold	9,106	–	–	0.16%	102
2014 Q3	$629K	Hold	9,106	–	–	0.14%	115
2014 Q2	$651K	Hold	9,106	–	–	0.14%	109
2014 Q1	$646K	Hold	9,106	–	–	0.15%	105
2013 Q4	$589K	Hold	9,106	–	–	0.13%	113
2013 Q3	$569K	Hold	9,106	–	–	0.13%	117
2013 Q2	$517K	Buy	+9,106	New	+$533K	0.13%	116

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Private Wealth Partners reduced its Dominion Energy (D) stake by 3.5% in Q1 2026, selling an estimated $15.4K and leaving 6,950 shares worth $430K. The position accounts for 0.03% of the portfolio, ranked #132.

Private Wealth Partners first reported a position in D in Q2 2013 and has held it in 44 quarters since. The position peaked at $788K in Q4 2019. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Private Wealth Partners held 6,950 shares of Dominion Energy worth $430K as of Q1 2026.
Private Wealth Partners sold 250 Dominion Energy shares in Q1 2026, an estimated $15.4K.
Dominion Energy made up 0.03% of Private Wealth Partners's portfolio in Q1 2026, its #132 holding.
Private Wealth Partners first reported a position in Dominion Energy in Q2 2013 and has held it in 44 quarters since.
Private Wealth Partners's Dominion Energy position peaked at $788K in Q4 2019.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.