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Spire Wealth Management’s Dominion Energy D Stock Holding History

Spire Wealth 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 		$1.57M Buy
22,944
+151
+0.7% +$9.82K 0.05% 315
2026
Q1 		$1.41M Buy
22,793
+3,230
+17% +$200K 0.05% 327
2025
Q4 		$1.15M Buy
19,563
+140
+0.7% +$8.43K 0.04% 369
2025
Q3 		$1.19M Buy
19,423
+2,600
+15% +$155K 0.04% 347
2025
Q2 		$951K Sell
16,823
-6,588
-28% -$361K 0.03% 372
2025
Q1 		$1.31M Sell
23,411
-1,429
-6% -$78.6K 0.04% 343
2024
Q4 		$1.34M Sell
24,840
-5,884
-19% -$336K 0.04% 327
2024
Q3 		$1.78M Buy
30,724
+16,240
+112% +$887K 0.06% 257
2024
Q2 		$710K Sell
14,484
-6,385
-31% -$325K 0.03% 417
2024
Q1 		$1.03M Buy
20,869
+621
+3% +$29K 0.02% 370
2023
Q4 		$918K Sell
20,248
-1,014
-5% -$45.3K 0.03% 385
2023
Q3 		$950K Sell
21,262
-2,669
-11% -$133K 0.04% 341
2023
Q2 		$1.24M Buy
23,931
+721
+3% +$39.2K 0.05% 308
2023
Q1 		$1.3M Buy
23,210
+9,829
+73% +$575K 0.05% 301
2022
Q4 		$821K Buy
13,381
+630
+5% +$39.6K 0.05% 264
2022
Q3 		$881K Sell
12,751
-15,708
-55% -$1.27M 0.05% 229
2022
Q2 		$2.27M Sell
28,459
-13,873
-33% -$1.15M 0.09% 189
2022
Q1 		$3.6M Sell
42,332
-7,457
-15% -$599K 0.1% 192
2021
Q4 		$3.91M Buy
49,789
+4,654
+10% +$350K 0.09% 204
2021
Q3 		$3.3M Buy
45,135
+2,525
+6% +$193K 0.09% 209
2021
Q2 		$3.13M Sell
42,610
-14,205
-25% -$1.1M 0.08% 215
2021
Q1 		$4.31M Buy
+56,815
New +$4.13M 0.11% 174

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

Spire Wealth Management's D Position: Q2 2026 in Review

Spire Wealth Management increased its Dominion Energy (D) stake by 0.66% in Q2 2026, buying an estimated $9.82K and bringing the position to 22,944 shares worth $1.57M. The position accounts for 0.05% of the portfolio, ranked #315.

Spire Wealth Management first reported a position in D in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.31M in Q1 2021. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Spire Wealth Management held 22,944 shares of Dominion Energy worth $1.57M as of Q2 2026.
  • Spire Wealth Management bought 151 Dominion Energy shares in Q2 2026, an estimated $9.82K.
  • Dominion Energy made up 0.05% of Spire Wealth Management's portfolio in Q2 2026, its #315 holding.
  • Spire Wealth Management first reported a position in Dominion Energy in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Dominion Energy position peaked at $4.31M in Q1 2021.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.