SWP
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Sagespring Wealth Partners’s Dominion Energy D Stock Holding History

Sagespring Wealth 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
Q2 		$1.08M Buy
15,853
+723
+5% +$47K 0.02% 330
2026
Q1 		$935K Buy
15,130
+440
+3% +$27.2K 0.02% 337
2025
Q4 		$861K Buy
14,690
+600
+4% +$36.1K 0.02% 332
2025
Q3 		$862K Sell
14,090
-207
-1% -$12.3K 0.02% 330
2025
Q2 		$808K Buy
14,297
+3,326
+30% +$182K 0.02% 328
2025
Q1 		$615K Buy
10,971
+1,293
+13% +$71.1K 0.02% 341
2024
Q4 		$521K Buy
+9,678
New +$552K 0.01% 341

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

Sagespring Wealth Partners's D Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Dominion Energy (D) stake by 4.8% in Q2 2026, buying an estimated $47K and bringing the position to 15,853 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #330.

Sagespring Wealth Partners first reported a position in D in Q4 2024 and has held it in 7 quarters since. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Sagespring Wealth Partners held 15,853 shares of Dominion Energy worth $1.08M as of Q2 2026.
  • Sagespring Wealth Partners bought 723 Dominion Energy shares in Q2 2026, an estimated $47K.
  • Dominion Energy made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #330 holding.
  • Sagespring Wealth Partners first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.