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Strategic Wealth Partners’s Dominion Energy D Stock Holding History

Strategic Wealth Partners’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 		$4.2K Hold
68
– – ﹤0.01% 1064
2025
Q4 		$3.98K Buy
68
+57
+518% +$3.43K ﹤0.01% 1101
2025
Q3 		$673 Hold
11
– – ﹤0.01% 1240
2025
Q2 		$622 Buy
+11
New +$603 ﹤0.01% 1073
2023
Q4 		– Sell
-39,162
Closed -$1.75M – 284
2023
Q3 		$1.75M Sell
39,162
-9,702
-20% -$482K 0.23% 110
2023
Q2 		$2.53M Sell
48,864
-371
-0.8% -$20.2K 0.33% 92
2023
Q1 		$2.75M Buy
49,235
+17,905
+57% +$1.05M 0.42% 68
2022
Q4 		$1.92M Sell
31,330
-31,462
-50% -$1.98M 0.36% 85
2022
Q3 		$4.34M Sell
62,792
-380
-0.6% -$30.7K 0.92% 19
2022
Q2 		$5.04M Sell
63,172
-1,483
-2% -$122K 1.09% 15
2022
Q1 		$5.49M Sell
64,655
-6,778
-9% -$544K 1.07% 18
2021
Q4 		$5.61M Buy
+71,433
New +$5.37M 1.06% 17
2019
Q4 		– Sell
-82
Closed -$6 – 207
2019
Q3 		$6 Hold
82
– – ﹤0.01% 621
2019
Q2 		$6K Sell
82
-34
-29% -$2.59K ﹤0.01% 611
2019
Q1 		$9K Hold
116
– – ﹤0.01% 570
2018
Q4 		$8K Sell
116
-55
-32% -$4.02K ﹤0.01% 518
2018
Q3 		$12K Sell
171
-47
-22% -$3.33K 0.01% 428
2018
Q2 		$15K Sell
218
-6,246
-97% -$407K 0.01% 468
2018
Q1 		$436K Sell
6,464
-1,005
-13% -$74.2K 0.22% 121
2017
Q4 		$607K Buy
+7,469
New +$605K 0.34% 102

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Wealth Partners's D Position: Q1 2026 in Review

Strategic Wealth Partners held its Dominion Energy (D) position steady in Q1 2026 at 68 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Strategic Wealth Partners first reported a position in D in Q4 2017 and has held it in 20 quarters since. The position peaked at $5.61M in Q4 2021. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Strategic Wealth Partners held 68 shares of Dominion Energy worth $4.2K as of Q1 2026.
  • Strategic Wealth Partners left its Dominion Energy share count unchanged in Q1 2026.
  • Dominion Energy made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1064 holding.
  • Strategic Wealth Partners first reported a position in Dominion Energy in Q4 2017 and has held it in 20 quarters since.
  • Strategic Wealth Partners's Dominion Energy position peaked at $5.61M in Q4 2021.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.