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Quotient Wealth Partners’s Dominion Energy D Stock Holding History

Quotient 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
Q2 		$445K Buy
6,518
+226
+4% +$14.7K 0.01% 232
2026
Q1 		$389K Buy
6,292
+71
+1% +$4.39K 0.01% 238
2025
Q4 		$364K Sell
6,221
-450
-7% -$27.1K 0.01% 247
2025
Q3 		$408K Sell
6,671
-1,124
-14% -$66.8K 0.01% 225
2025
Q2 		$441K Buy
7,795
+184
+2% +$10.1K 0.01% 205
2025
Q1 		$427K Buy
7,611
+39
+0.5% +$2.15K 0.01% 195
2024
Q4 		$408K Sell
7,572
-98
-1% -$5.59K 0.01% 200
2024
Q3 		$443K Sell
7,670
-69
-0.9% -$3.77K 0.01% 188
2024
Q2 		$379K Buy
7,739
+893
+13% +$45.5K 0.01% 206
2024
Q1 		$337K Sell
6,846
-2,722
-28% -$127K 0.01% 216
2023
Q4 		$450K Buy
+9,568
New +$427K 0.02% 179

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

Quotient Wealth Partners's D Position: Q2 2026 in Review

Quotient Wealth Partners increased its Dominion Energy (D) stake by 3.6% in Q2 2026, buying an estimated $14.7K and bringing the position to 6,518 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #232.

Quotient Wealth Partners first reported a position in D in Q4 2023 and has held it in 11 quarters since. The position peaked at $450K in Q4 2023. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Quotient Wealth Partners held 6,518 shares of Dominion Energy worth $445K as of Q2 2026.
  • Quotient Wealth Partners bought 226 Dominion Energy shares in Q2 2026, an estimated $14.7K.
  • Dominion Energy made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #232 holding.
  • Quotient Wealth Partners first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Dominion Energy position peaked at $450K in Q4 2023.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.