SAM
D icon

Smartleaf Asset Management’s Dominion Energy D Stock Holding History

Smartleaf Asset 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 		$805K Hold
11,635
– – 0.03% 456
2026
Q1 		$720K Buy
11,635
+242
+2% +$14.9K 0.03% 459
2025
Q4 		$673K Buy
11,393
+1,032
+10% +$62.2K 0.03% 464
2025
Q3 		$631K Buy
10,361
+4,526
+78% +$269K 0.04% 429
2025
Q2 		$326K Sell
5,835
-640
-10% -$35.1K 0.03% 463
2025
Q1 		$356K Buy
6,475
+79
+1% +$4.34K 0.03% 434
2024
Q4 		$345K Buy
6,396
+1,241
+24% +$70.8K 0.04% 410
2024
Q3 		$295K Buy
5,155
+2,051
+66% +$112K 0.04% 389
2024
Q2 		$154K Buy
3,104
+735
+31% +$37.4K 0.03% 451
2024
Q1 		$115K Buy
2,369
+1,800
+316% +$84.1K 0.02% 484
2023
Q4 		$23.8K Buy
+569
New +$25.4K 0.01% 650

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

Smartleaf Asset Management's D Position: Q2 2026 in Review

Smartleaf Asset Management held its Dominion Energy (D) position steady in Q2 2026 at 11,635 shares worth $805K. The position accounts for 0.03% of the portfolio, ranked #456.

Smartleaf Asset Management first reported a position in D in Q4 2023 and has held it in 11 quarters since. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Smartleaf Asset Management held 11,635 shares of Dominion Energy worth $805K as of Q2 2026.
  • Smartleaf Asset Management left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.03% of Smartleaf Asset Management's portfolio in Q2 2026, its #456 holding.
  • Smartleaf Asset Management first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.