Spectrum Wealth Advisory Group’s Dominion Energy D Stock Holding History

Spectrum Wealth Advisory Group’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	$211K	Buy	+3,409	New	+$211K	0.08%	57
2025 Q4	–	Sell	-3,384	Closed	-$207K	–	59
2025 Q3	$207K	Sell	3,384 -1,164	-26%	-$69.2K	0.09%	62
2025 Q2	$257K	Sell	4,548 -279	-6%	-$15.3K	0.12%	54
2025 Q1	$271K	Buy	4,827 +279	+6%	+$15.3K	0.13%	46
2024 Q4	$245K	Buy	+4,548	New	+$259K	0.12%	50

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spectrum Wealth Advisory Group's D Position: Q1 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Dominion Energy (D) in Q1 2026: 3,409 shares worth $211K. The stake represents 0.08% of the portfolio and ranks #57 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in D as recently as Q3 2025.

Spectrum Wealth Advisory Group first reported a position in D in Q4 2024 and has held it in 5 quarters since. The position peaked at $271K in Q1 2025. 1,476 funds tracked by Wall St. Rank hold D as of Q1 2026.

Spectrum Wealth Advisory Group held 3,409 shares of Dominion Energy worth $211K as of Q1 2026.
Dominion Energy was a new Spectrum Wealth Advisory Group position in Q1 2026.
Dominion Energy made up 0.08% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #57 holding.
Spectrum Wealth Advisory Group first reported a position in Dominion Energy in Q4 2024 and has held it in 5 quarters since.
Spectrum Wealth Advisory Group's Dominion Energy position peaked at $271K in Q1 2025.
1,476 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.