SWM
D icon

SHP Wealth Management’s Dominion Energy D Stock Holding History

SHP Wealth Management’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 		$100K Buy
1,620
+166
+11% +$10.3K 0.01% 387
2025
Q4 		$85.2K Buy
+1,454
New +$87.6K 0.01% 382

Other funds holding D

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's D Position: Q1 2026 in Review

SHP Wealth Management increased its Dominion Energy (D) stake by 11% in Q1 2026, buying an estimated $10.3K and bringing the position to 1,620 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #387.

SHP Wealth Management first reported a position in D in Q4 2025 and has held it in 2 quarters since. 1,481 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • SHP Wealth Management held 1,620 shares of Dominion Energy worth $100K as of Q1 2026.
  • SHP Wealth Management bought 166 Dominion Energy shares in Q1 2026, an estimated $10.3K.
  • Dominion Energy made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #387 holding.
  • SHP Wealth Management first reported a position in Dominion Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,481 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.