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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sard Wealth Management Group's D Position: Q1 2026 in Review

Sard Wealth Management Group increased its Dominion Energy (D) stake by 0.48% in Q1 2026, buying an estimated $2.22K and bringing the position to 7,529 shares worth $465K. The position accounts for 0.25% of the portfolio, ranked #36.

Sard Wealth Management Group first reported a position in D in Q4 2023 and has held it in 10 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Sard Wealth Management Group held 7,529 shares of Dominion Energy worth $465K as of Q1 2026.
Sard Wealth Management Group bought 36 Dominion Energy shares in Q1 2026, an estimated $2.22K.
Dominion Energy made up 0.25% of Sard Wealth Management Group's portfolio in Q1 2026, its #36 holding.
Sard Wealth Management Group first reported a position in Dominion Energy in Q4 2023 and has held it in 10 quarters since.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.