Root Financial Partners
D icon

Root Financial Partners’s Dominion Energy D Stock Holding History

Root Financial Partners’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
Q3 		$90K Buy
+1,487
New +$100K ﹤0.01% 787
2026
Q2 		– Sell
-939
Closed -$58K – 1077
2026
Q1 		$58K Buy
939
+382
+69% +$23.6K ﹤0.01% 814
2025
Q4 		$32.6K Sell
557
-402
-42% -$24.2K ﹤0.01% 902
2025
Q3 		$58.7K Buy
+959
New +$57K ﹤0.01% 617

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's D Position: Q3 2026 in Review

Root Financial Partners opened a new position in Dominion Energy (D) in Q3 2026: 1,487 shares worth $90K. The stake represents ﹤0.01% of the portfolio and ranks #787 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in D as recently as Q1 2026.

Root Financial Partners first reported a position in D in Q3 2025 and has held it in 4 quarters since. 1,285 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Root Financial Partners held 1,487 shares of Dominion Energy worth $90K as of Q3 2026.
  • Dominion Energy was a new Root Financial Partners position in Q3 2026.
  • Dominion Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #787 holding.
  • Root Financial Partners first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.