Red Wave Investments’s Dominion Energy D Stock Holding History

Red Wave Investments’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	$222K	Buy	+3,258	New	+$212K	0.06%	107
2023 Q1	–	Sell	-3,496	Closed	-$214K	–	94
2022 Q4	$214K	Buy	3,496 +102	+3%	+$6.41K	0.09%	90
2022 Q3	$235K	Buy	3,394 +20	+0.6%	+$1.61K	0.1%	82
2022 Q2	$269K	Buy	3,374 +22	+0.7%	+$1.82K	0.11%	82
2022 Q1	$285K	Buy	3,352 +19	+0.6%	+$1.53K	0.1%	83
2021 Q4	$262K	Buy	3,333 +19	+0.6%	+$1.43K	0.09%	82
2021 Q3	$242K	Sell	3,314 -9	-0.3%	-$686	0.09%	85
2021 Q2	$244K	Buy	3,323 +48	+1%	+$3.71K	0.09%	80
2021 Q1	$249K	Buy	3,275 +85	+3%	+$6.17K	0.1%	77
2020 Q4	$240K	Buy	+3,190	New	+$253K	0.11%	72

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Red Wave Investments's D Position: Q2 2026 in Review

Red Wave Investments opened a new position in Dominion Energy (D) in Q2 2026: 3,258 shares worth $222K. The stake represents 0.06% of the portfolio and ranks #107 among its holdings. This is a return to the name: Red Wave Investments previously reported a position in D as recently as Q4 2022.

Red Wave Investments first reported a position in D in Q4 2020 and has held it in 10 quarters since. The position peaked at $285K in Q1 2022. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

Red Wave Investments held 3,258 shares of Dominion Energy worth $222K as of Q2 2026.
Dominion Energy was a new Red Wave Investments position in Q2 2026.
Dominion Energy made up 0.06% of Red Wave Investments's portfolio in Q2 2026, its #107 holding.
Red Wave Investments first reported a position in Dominion Energy in Q4 2020 and has held it in 10 quarters since.
Red Wave Investments's Dominion Energy position peaked at $285K in Q1 2022.
1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Red Wave Investments's 13F filing for Q2 2026, filed 6 Aug 2026.