Steelhead Wealth Management’s Dominion Energy D Stock Holding History

Steelhead 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 Q1	$243K	Buy	+3,939	New	+$243K	0.12%	76

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 $315B AUM 27.84% 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

Steelhead Wealth Management's D Position: Q1 2026 in Review

Steelhead Wealth Management opened a new position in Dominion Energy (D) in Q1 2026: 3,939 shares worth $243K. The stake represents 0.12% of the portfolio and ranks #76 among its holdings.

1,477 funds tracked by Wall St. Rank hold D as of Q1 2026.

Steelhead Wealth Management held 3,939 shares of Dominion Energy worth $243K as of Q1 2026.
Dominion Energy was a new Steelhead Wealth Management position in Q1 2026.
Dominion Energy made up 0.12% of Steelhead Wealth Management's portfolio in Q1 2026, its #76 holding.
1,477 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.