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Sunrise Financial Services’s Dominion Energy D Stock Holding History

Sunrise Financial Services’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 		$1.64K Hold
24
– – ﹤0.01% 430
2026
Q1 		$1.48K Hold
24
– – ﹤0.01% 449
2025
Q4 		$1.41K Buy
+24
New +$1.45K ﹤0.01% 421

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Vanguard Capital Management
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State Street
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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

Sunrise Financial Services's D Position: Q2 2026 in Review

Sunrise Financial Services held its Dominion Energy (D) position steady in Q2 2026 at 24 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Sunrise Financial Services first reported a position in D in Q4 2025 and has held it in 3 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Sunrise Financial Services held 24 shares of Dominion Energy worth $1.64K as of Q2 2026.
  • Sunrise Financial Services left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #430 holding.
  • Sunrise Financial Services first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.