SWIM
D icon

Smallwood Wealth Investment Management’s Dominion Energy D Stock Holding History

Smallwood Wealth Investment 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 		$17.6K Hold
258
– – 0.01% 284
2026
Q1 		$15.9K Hold
258
– – 0.01% 281
2025
Q4 		$15.1K Sell
258
-15
-5% -$904 0.01% 276
2025
Q3 		$16.7K Hold
273
– – 0.01% 279
2025
Q2 		$15.4K Hold
273
– – 0.01% 275
2025
Q1 		$15.3K Buy
+273
New +$15K 0.01% 279

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Smallwood Wealth Investment Management's D Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Dominion Energy (D) position steady in Q2 2026 at 258 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #284.

Smallwood Wealth Investment Management first reported a position in D in Q1 2025 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Smallwood Wealth Investment Management held 258 shares of Dominion Energy worth $17.6K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #284 holding.
  • Smallwood Wealth Investment Management first reported a position in Dominion Energy in Q1 2025 and has held it in 6 quarters since.
  • 558 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.