SFMG Wealth Advisors’s Dominion Energy D Stock Holding History

SFMG Wealth Advisors’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	$402K	Buy	5,888 +35	+0.6%	+$2.28K	0.02%	222
2026 Q1	$362K	Hold	5,853	–	–	0.02%	226
2025 Q4	$343K	Buy	5,853 +503	+9%	+$30.3K	0.02%	227
2025 Q3	$327K	Hold	5,350	–	–	0.02%	221
2025 Q2	$302K	Sell	5,350 -13	-0.2%	-$712	0.02%	210
2025 Q1	$301K	Buy	5,363 +15	+0.3%	+$825	0.02%	200
2024 Q4	$288K	Sell	5,348 -57	-1%	-$3.25K	0.02%	203
2024 Q3	$312K	Hold	5,405	–	–	0.03%	197
2024 Q2	$265K	Hold	5,405	–	–	0.02%	209
2024 Q1	$266K	Buy	+5,405	New	+$252K	0.02%	211
2022 Q3	–	Sell	-2,736	Closed	-$218K	–	258
2022 Q2	$218K	Sell	2,736 -186	-6%	-$15.4K	0.03%	220
2022 Q1	$248K	Sell	2,922 -48	-2%	-$3.85K	0.02%	229
2021 Q4	$233K	Buy	+2,970	New	+$223K	0.02%	248

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

SFMG Wealth Advisors's D Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Dominion Energy (D) stake by 0.6% in Q2 2026, buying an estimated $2.28K and bringing the position to 5,888 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #222.

SFMG Wealth Advisors first reported a position in D in Q4 2021 and has held it in 13 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

SFMG Wealth Advisors held 5,888 shares of Dominion Energy worth $402K as of Q2 2026.
SFMG Wealth Advisors bought 35 Dominion Energy shares in Q2 2026, an estimated $2.28K.
Dominion Energy made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #222 holding.
SFMG Wealth Advisors first reported a position in Dominion Energy in Q4 2021 and has held it in 13 quarters since.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.