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Savvy Advisors Inc’s Dominion Energy D Stock Holding History

Savvy Advisors Inc’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 		$1.12M Buy
16,426
+2,613
+19% +$170K 0.02% 491
2026
Q1 		$854K Buy
13,813
+1,363
+11% +$84.2K 0.02% 477
2025
Q4 		$729K Buy
12,450
+3,290
+36% +$198K 0.02% 446
2025
Q3 		$560K Buy
+9,160
New +$545K 0.03% 401

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's D Position: Q2 2026 in Review

Savvy Advisors Inc increased its Dominion Energy (D) stake by 19% in Q2 2026, buying an estimated $170K and bringing the position to 16,426 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #491.

Savvy Advisors Inc first reported a position in D in Q3 2025 and has held it in 4 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Savvy Advisors Inc held 16,426 shares of Dominion Energy worth $1.12M as of Q2 2026.
  • Savvy Advisors Inc bought 2,613 Dominion Energy shares in Q2 2026, an estimated $170K.
  • Dominion Energy made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #491 holding.
  • Savvy Advisors Inc first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.