RWM
D icon

Rialto Wealth Management’s Dominion Energy D Stock Holding History

Rialto Wealth Management’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 		$8.26K Buy
121
+58
+92% +$3.77K ﹤0.01% 576
2026
Q1 		$3.9K Buy
63
+20
+47% +$1.24K ﹤0.01% 645
2025
Q4 		$2.52K Hold
43
– – ﹤0.01% 667
2025
Q3 		$2.63K Buy
43
+4
+10% +$238 ﹤0.01% 596
2025
Q2 		$2.21K Buy
39
+8
+26% +$438 ﹤0.01% 596
2025
Q1 		$1.74K Buy
+31
New +$1.71K ﹤0.01% 565

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

Rialto Wealth Management's D Position: Q2 2026 in Review

Rialto Wealth Management increased its Dominion Energy (D) stake by 92% in Q2 2026, buying an estimated $3.77K and bringing the position to 121 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Rialto Wealth Management first reported a position in D in Q1 2025 and has held it in 6 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Rialto Wealth Management held 121 shares of Dominion Energy worth $8.26K as of Q2 2026.
  • Rialto Wealth Management bought 58 Dominion Energy shares in Q2 2026, an estimated $3.77K.
  • Dominion Energy made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #576 holding.
  • Rialto Wealth Management first reported a position in Dominion Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.