Ritholtz Wealth Management’s Dominion Energy D Stock Holding History

Ritholtz 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	$368K	Sell	5,386 -73	-1%	-$4.75K	0.01%	968
2026 Q1	$338K	Buy	5,459 +330	+6%	+$20.4K	0.01%	928
2025 Q4	$300K	Buy	5,129 +223	+5%	+$13.4K	0.01%	893
2025 Q3	$300K	Buy	4,906 +724	+17%	+$43K	0.01%	836
2025 Q2	$236K	Buy	+4,182	New	+$229K	0.01%	870
2022 Q4	–	Sell	-11,071	Closed	-$765K	–	613
2022 Q3	$765K	Buy	11,071 +5,937	+116%	+$479K	0.04%	305
2022 Q2	$410K	Buy	5,134 +1,361	+36%	+$112K	0.03%	361
2022 Q1	$321K	Buy	3,773 +985	+35%	+$79.1K	0.02%	403
2021 Q4	$219K	Sell	2,788 -133	-5%	-$10K	0.01%	482
2021 Q3	$213K	Sell	2,921 -97	-3%	-$7.4K	0.01%	452
2021 Q2	$222K	Buy	3,018 +54	+2%	+$4.17K	0.02%	431
2021 Q1	$225K	Buy	+2,964	New	+$215K	0.02%	379
2017 Q4	–	Sell	-3,042	Closed	-$234K	–	114
2017 Q3	$234K	Hold	3,042	–	–	0.09%	67
2017 Q2	$233K	Buy	+3,042	New	+$239K	0.1%	60
2016 Q4	$233K	Buy	+3,042	New	+$224K	0.12%	63

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 $3.37T AUM 44.26% 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

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

Ritholtz Wealth Management reduced its Dominion Energy (D) stake by 1.3% in Q2 2026, selling an estimated $4.75K and leaving 5,386 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #968.

Ritholtz Wealth Management first reported a position in D in Q4 2016 and has held it in 15 quarters since. The position peaked at $765K in Q3 2022. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Ritholtz Wealth Management held 5,386 shares of Dominion Energy worth $368K as of Q2 2026.
Ritholtz Wealth Management sold 73 Dominion Energy shares in Q2 2026, an estimated $4.75K.
Dominion Energy made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #968 holding.
Ritholtz Wealth Management first reported a position in Dominion Energy in Q4 2016 and has held it in 15 quarters since.
Ritholtz Wealth Management's Dominion Energy position peaked at $765K in Q3 2022.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.