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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rialto Wealth Management's D Position: Q1 2026 in Review

Rialto Wealth Management increased its Dominion Energy (D) stake by 47% in Q1 2026, buying an estimated $1.24K and bringing the position to 63 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Rialto Wealth Management first reported a position in D in Q1 2025 and has held it in 5 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Rialto Wealth Management held 63 shares of Dominion Energy worth $3.9K as of Q1 2026.
  • Rialto Wealth Management bought 20 Dominion Energy shares in Q1 2026, an estimated $1.24K.
  • Dominion Energy made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #645 holding.
  • Rialto Wealth Management first reported a position in Dominion Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.