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 Q2	$233K	Hold	3,409	–	–	0.07%	67
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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Spectrum Wealth Advisory Group's D Position: Q2 2026 in Review

Spectrum Wealth Advisory Group held its Dominion Energy (D) position steady in Q2 2026 at 3,409 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #67.

Spectrum Wealth Advisory Group first reported a position in D in Q4 2024 and has held it in 6 quarters since. The position peaked at $271K in Q1 2025. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

Spectrum Wealth Advisory Group held 3,409 shares of Dominion Energy worth $233K as of Q2 2026.
Spectrum Wealth Advisory Group left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.07% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #67 holding.
Spectrum Wealth Advisory Group first reported a position in Dominion Energy in Q4 2024 and has held it in 6 quarters since.
Spectrum Wealth Advisory Group's Dominion Energy position peaked at $271K in Q1 2025.
1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.