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Prosperity Consulting Group’s Dominion Energy D Stock Holding History

Prosperity Consulting 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 		$1.04M Buy
15,295
+262
+2% +$17K 0.04% 257
2026
Q1 		$929K Buy
15,033
+1,218
+9% +$75.2K 0.04% 257
2025
Q4 		$809K Buy
13,815
+629
+5% +$37.9K 0.04% 278
2025
Q3 		$807K Buy
13,186
+633
+5% +$37.6K 0.04% 277
2025
Q2 		$710K Sell
12,553
-1,690
-12% -$92.6K 0.05% 267
2025
Q1 		$799K Sell
14,243
-1,262
-8% -$69.4K 0.06% 250
2024
Q4 		$835K Buy
15,505
+140
+0.9% +$7.99K 0.06% 251
2024
Q3 		$888K Buy
15,365
+11,047
+256% +$604K 0.07% 243
2024
Q2 		$212K Sell
4,318
-429
-9% -$21.9K 0.03% 290
2024
Q1 		$234K Sell
4,747
-386
-8% -$18K 0.03% 303
2023
Q4 		$241K Sell
5,133
-35
-0.7% -$1.56K 0.08% 179
2023
Q3 		$231K Buy
+5,168
New +$257K 0.11% 127

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

Prosperity Consulting Group's D Position: Q2 2026 in Review

Prosperity Consulting Group increased its Dominion Energy (D) stake by 1.7% in Q2 2026, buying an estimated $17K and bringing the position to 15,295 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #257.

Prosperity Consulting Group first reported a position in D in Q3 2023 and has held it in 12 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Prosperity Consulting Group held 15,295 shares of Dominion Energy worth $1.04M as of Q2 2026.
  • Prosperity Consulting Group bought 262 Dominion Energy shares in Q2 2026, an estimated $17K.
  • Dominion Energy made up 0.04% of Prosperity Consulting Group's portfolio in Q2 2026, its #257 holding.
  • Prosperity Consulting Group first reported a position in Dominion Energy in Q3 2023 and has held it in 12 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.