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SmartHarvest Portfolios’s Dominion Energy D Stock Holding History

SmartHarvest Portfolios’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 		$353K Buy
+5,162
New +$336K 0.11% 198
2026
Q1 		– Sell
-3,539
Closed -$207K – 402
2025
Q4 		$207K Buy
+3,539
New +$213K 0.07% 309

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 $3.37T AUM 44.26% 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

SmartHarvest Portfolios's D Position: Q2 2026 in Review

SmartHarvest Portfolios opened a new position in Dominion Energy (D) in Q2 2026: 5,162 shares worth $353K. The stake represents 0.11% of the portfolio and ranks #198 among its holdings. This is a return to the name: SmartHarvest Portfolios previously reported a position in D as recently as Q4 2025.

SmartHarvest Portfolios first reported a position in D in Q4 2025 and has held it in 2 quarters since. 1,548 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • SmartHarvest Portfolios held 5,162 shares of Dominion Energy worth $353K as of Q2 2026.
  • Dominion Energy was a new SmartHarvest Portfolios position in Q2 2026.
  • Dominion Energy made up 0.11% of SmartHarvest Portfolios's portfolio in Q2 2026, its #198 holding.
  • SmartHarvest Portfolios first reported a position in Dominion Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.