Total Clarity Wealth Management’s Dominion Energy D Stock Holding History

Total Clarity 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	$1.17M	Sell	17,190 -12,651	-42%	-$823K	0.23%	103
2026 Q1	$1.84M	Buy	29,841 +357	+1%	+$22.1K	0.43%	62
2025 Q4	$1.73M	Buy	29,484 +216	+0.7%	+$13K	0.42%	72
2025 Q3	$1.79M	Buy	29,268 +688	+2%	+$40.9K	0.48%	58
2025 Q2	$1.62M	Sell	28,580 -21	-0.1%	-$1.15K	0.46%	59
2025 Q1	$1.54M	Hold	28,601	–	–	0.5%	53
2024 Q4	$1.54M	Buy	28,601 +88	+0.3%	+$5.02K	0.5%	53
2024 Q3	$1.65M	Hold	28,513	–	–	0.53%	53
2024 Q2	$1.4M	Buy	+28,513	New	+$1.45M	0.48%	57
2023 Q1	–	Sell	-8,597	Closed	-$527K	–	193
2022 Q4	$527K	Buy	+8,597	New	+$540K	0.27%	96
2022 Q3	–	Sell	-809	Closed	-$65K	–	375
2022 Q2	$65K	Buy	+809	New	+$66.8K	0.03%	377
2022 Q1	–	Sell	-3,763	Closed	-$296K	–	361
2021 Q4	$296K	Buy	3,763 +40	+1%	+$3.01K	0.13%	160
2021 Q3	$272K	Sell	3,723 -2,037	-35%	-$155K	0.13%	171
2021 Q2	$424K	Buy	5,760 +3,851	+202%	+$297K	0.24%	117
2021 Q1	$145K	Buy	+1,909	New	+$139K	0.08%	203
2020 Q1	–	Sell	-133	Closed	-$11K	–	200
2019 Q4	$11K	Buy	+133	New	+$10.9K	0.01%	481

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Total Clarity Wealth Management's D Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Dominion Energy (D) stake by 42% in Q2 2026, selling an estimated $823K and leaving 17,190 shares worth $1.17M. The position accounts for 0.23% of the portfolio, ranked #103.

Total Clarity Wealth Management first reported a position in D in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.84M in Q1 2026. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Total Clarity Wealth Management held 17,190 shares of Dominion Energy worth $1.17M as of Q2 2026.
Total Clarity Wealth Management sold 12,651 Dominion Energy shares in Q2 2026, an estimated $823K.
Dominion Energy made up 0.23% of Total Clarity Wealth Management's portfolio in Q2 2026, its #103 holding.
Total Clarity Wealth Management first reported a position in Dominion Energy in Q4 2019 and has held it in 16 quarters since.
Total Clarity Wealth Management's Dominion Energy position peaked at $1.84M in Q1 2026.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.