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Richard W. Paul & Associates’s Dominion Energy D Stock Holding History

Richard W. Paul & Associates’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 		$1.5M Buy
21,898
+400
+2% +$26K 0.46% 56
2026
Q1 		$1.33M Buy
21,498
+651
+3% +$40.2K 0.45% 58
2025
Q4 		$1.22M Buy
20,847
+12,714
+156% +$766K 0.41% 64
2025
Q3 		$497K Sell
8,133
-339
-4% -$20.2K 0.17% 119
2025
Q2 		$479K Buy
8,472
+48
+0.6% +$2.63K 0.17% 118
2025
Q1 		$472K Buy
8,424
+37
+0.4% +$2.04K 0.19% 116
2024
Q4 		$452K Buy
8,387
+8,260
+6,504% +$471K 0.16% 126
2024
Q3 		$7.34K Sell
127
-217
-63% -$11.9K ﹤0.01% 328
2024
Q2 		$16.9K Sell
344
-18
-5% -$917 0.01% 267
2024
Q1 		$17.8K Sell
362
-3
-0.8% -$140 0.01% 271
2023
Q4 		$17.2K Sell
365
-68
-16% -$3.04K 0.01% 264
2023
Q3 		$19.3K Sell
433
-3
-0.7% -$149 0.01% 249
2023
Q2 		$22.6K Buy
436
+46
+12% +$2.5K 0.01% 261
2023
Q1 		$21.8K Buy
390
+15
+4% +$878 0.01% 260
2022
Q4 		$23K Buy
+375
New +$23.6K 0.01% 257

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

Richard W. Paul & Associates's D Position: Q2 2026 in Review

Richard W. Paul & Associates increased its Dominion Energy (D) stake by 1.9% in Q2 2026, buying an estimated $26K and bringing the position to 21,898 shares worth $1.5M. The position accounts for 0.46% of the portfolio, ranked #56.

Richard W. Paul & Associates first reported a position in D in Q4 2022 and has held it in 15 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Richard W. Paul & Associates held 21,898 shares of Dominion Energy worth $1.5M as of Q2 2026.
  • Richard W. Paul & Associates bought 400 Dominion Energy shares in Q2 2026, an estimated $26K.
  • Dominion Energy made up 0.46% of Richard W. Paul & Associates's portfolio in Q2 2026, its #56 holding.
  • Richard W. Paul & Associates first reported a position in Dominion Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.