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
Q2 		$113K Buy
1,659
+39
+2% +$2.54K 0.01% 396
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

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

SHP Wealth Management's D Position: Q2 2026 in Review

SHP Wealth Management increased its Dominion Energy (D) stake by 2.4% in Q2 2026, buying an estimated $2.54K and bringing the position to 1,659 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #396.

SHP Wealth Management first reported a position in D in Q4 2025 and has held it in 3 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • SHP Wealth Management held 1,659 shares of Dominion Energy worth $113K as of Q2 2026.
  • SHP Wealth Management bought 39 Dominion Energy shares in Q2 2026, an estimated $2.54K.
  • Dominion Energy made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #396 holding.
  • SHP Wealth Management first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.