Sharp Financial Services’s Dominion Energy D Stock Holding History

Sharp Financial Services’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	$650K	Sell	9,516 -1,000	-10%	-$65K	0.3%	52
2026 Q1	$650K	Buy	10,516 +4,691	+81%	+$290K	0.32%	43
2025 Q4	$341K	Buy	5,825 +1,771	+44%	+$107K	0.17%	83
2025 Q3	$248K	Sell	4,054 -6,525	-62%	-$388K	0.13%	94
2025 Q2	$598K	Sell	10,579 -575	-5%	-$31.5K	0.39%	36
2025 Q1	$625K	Buy	11,154 +604	+6%	+$33.2K	0.48%	31
2024 Q4	$568K	Buy	10,550 +2,450	+30%	+$140K	0.43%	36
2024 Q3	$468K	Sell	8,100 -450	-5%	-$24.6K	0.36%	48
2024 Q2	$419K	Buy	+8,550	New	+$436K	0.36%	51

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

Sharp Financial Services's D Position: Q2 2026 in Review

Sharp Financial Services reduced its Dominion Energy (D) stake by 9.5% in Q2 2026, selling an estimated $65K and leaving 9,516 shares worth $650K. The position accounts for 0.3% of the portfolio, ranked #52.

Sharp Financial Services first reported a position in D in Q2 2024 and has held it in 9 quarters since. The position peaked at $650K in Q1 2026. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

Sharp Financial Services held 9,516 shares of Dominion Energy worth $650K as of Q2 2026.
Sharp Financial Services sold 1,000 Dominion Energy shares in Q2 2026, an estimated $65K.
Dominion Energy made up 0.3% of Sharp Financial Services's portfolio in Q2 2026, its #52 holding.
Sharp Financial Services first reported a position in Dominion Energy in Q2 2024 and has held it in 9 quarters since.
Sharp Financial Services's Dominion Energy position peaked at $650K in Q1 2026.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.