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Simplicity Wealth’s Dominion Energy D Stock Holding History

Simplicity Wealth’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 		$756K Buy
12,228
+7,726
+172% +$477K 0.04% 352
2025
Q4 		$264K Sell
4,502
-2,247
-33% -$135K 0.02% 599
2025
Q3 		$413K Buy
+6,749
New +$401K 0.02% 488
2025
Q1 		– Sell
-5,685
Closed -$306K – 568
2024
Q4 		$306K Buy
5,685
+1,712
+43% +$97.7K 0.06% 230
2024
Q3 		$230K Sell
3,973
-21,508
-84% -$1.18M 0.02% 446
2024
Q2 		$1.25M Sell
25,481
-2,754
-10% -$140K 0.03% 467
2024
Q1 		$1.39M Buy
+28,235
New +$1.32M 0.03% 432

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Simplicity Wealth's D Position: Q1 2026 in Review

Simplicity Wealth increased its Dominion Energy (D) stake by 172% in Q1 2026, buying an estimated $477K and bringing the position to 12,228 shares worth $756K. The position accounts for 0.04% of the portfolio, ranked #352.

Simplicity Wealth first reported a position in D in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q1 2024. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Simplicity Wealth held 12,228 shares of Dominion Energy worth $756K as of Q1 2026.
  • Simplicity Wealth bought 7,726 Dominion Energy shares in Q1 2026, an estimated $477K.
  • Dominion Energy made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #352 holding.
  • Simplicity Wealth first reported a position in Dominion Energy in Q1 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's Dominion Energy position peaked at $1.39M in Q1 2024.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.