SWM
D icon

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
Q2 		$278K Buy
4,078
+139
+4% +$9.04K 0.11% 80
2026
Q1 		$243K Buy
+3,939
New +$243K 0.12% 76

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Steelhead Wealth Management increased its Dominion Energy (D) stake by 3.5% in Q2 2026, buying an estimated $9.04K and bringing the position to 4,078 shares worth $278K. The position accounts for 0.11% of the portfolio, ranked #80.

Steelhead Wealth Management first reported a position in D in Q1 2026 and has held it in 2 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Steelhead Wealth Management held 4,078 shares of Dominion Energy worth $278K as of Q2 2026.
  • Steelhead Wealth Management bought 139 Dominion Energy shares in Q2 2026, an estimated $9.04K.
  • Dominion Energy made up 0.11% of Steelhead Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Steelhead Wealth Management first reported a position in Dominion Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Steelhead Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.