Sard Wealth Management Group’s Dominion Energy D Stock Holding History

Sard Wealth Management Group’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	$516K	Buy	7,562 +33	+0.4%	+$2.15K	0.25%	37
2026 Q1	$465K	Buy	7,529 +36	+0.5%	+$2.22K	0.25%	36
2025 Q4	$439K	Buy	7,493 +1	+0%	+$60	0.24%	37
2025 Q3	$458K	Buy	7,492 +2	+0%	+$119	0.26%	33
2025 Q2	$423K	Hold	7,490	–	–	0.26%	32
2025 Q1	$420K	Hold	7,490	–	–	0.28%	28
2024 Q4	$403K	Hold	7,490	–	–	0.27%	29
2024 Q3	$433K	Hold	7,490	–	–	0.29%	28
2024 Q2	$367K	Hold	7,490	–	–	0.26%	31
2024 Q1	$368K	Buy	7,490 +13	+0.2%	+$607	0.33%	29
2023 Q4	$351K	Buy	+7,477	New	+$334K	0.35%	28

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

Sard Wealth Management Group's D Position: Q2 2026 in Review

Sard Wealth Management Group increased its Dominion Energy (D) stake by 0.44% in Q2 2026, buying an estimated $2.15K and bringing the position to 7,562 shares worth $516K. The position accounts for 0.25% of the portfolio, ranked #37.

Sard Wealth Management Group first reported a position in D in Q4 2023 and has held it in 11 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

Sard Wealth Management Group held 7,562 shares of Dominion Energy worth $516K as of Q2 2026.
Sard Wealth Management Group bought 33 Dominion Energy shares in Q2 2026, an estimated $2.15K.
Dominion Energy made up 0.25% of Sard Wealth Management Group's portfolio in Q2 2026, its #37 holding.
Sard Wealth Management Group first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.