True Wealth Design’s Dominion Energy D Stock Holding History

True Wealth Design’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	$17.3K	Buy	253 +51	+25%	+$3.32K	﹤0.01%	860
2026 Q1	$12.5K	Sell	202 -7	-3%	-$432	﹤0.01%	903
2025 Q4	$12.2K	Sell	209 -9	-4%	-$542	﹤0.01%	787
2025 Q3	$13.3K	Hold	218	–	–	﹤0.01%	740
2025 Q2	$12.3K	Buy	218 +52	+31%	+$2.85K	﹤0.01%	503
2025 Q1	$9.29K	Buy	166 +96	+137%	+$5.28K	﹤0.01%	494
2024 Q4	$3.76K	Sell	70 -1,001	-93%	-$57.1K	﹤0.01%	593
2024 Q3	$61.9K	Buy	1,071 +1,058	+8,138%	+$57.8K	0.02%	104
2024 Q2	$637	Hold	13	–	–	﹤0.01%	615
2024 Q1	$640	Sell	13 -995	-99%	-$46.5K	﹤0.01%	575
2023 Q4	$47.4K	Hold	1,008	–	–	0.01%	155
2023 Q3	$45K	Hold	1,008	–	–	0.02%	151
2023 Q2	$52.2K	Hold	1,008	–	–	0.02%	151
2023 Q1	$56.4K	Hold	1,008	–	–	0.02%	154
2022 Q4	$61.8K	Buy	+1,008	New	+$63.3K	0.03%	139

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

True Wealth Design's D Position: Q2 2026 in Review

True Wealth Design increased its Dominion Energy (D) stake by 25% in Q2 2026, buying an estimated $3.32K and bringing the position to 253 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

True Wealth Design first reported a position in D in Q4 2022 and has held it in 15 quarters since. The position peaked at $61.9K in Q3 2024. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

True Wealth Design held 253 shares of Dominion Energy worth $17.3K as of Q2 2026.
True Wealth Design bought 51 Dominion Energy shares in Q2 2026, an estimated $3.32K.
Dominion Energy made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #860 holding.
True Wealth Design first reported a position in Dominion Energy in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Dominion Energy position peaked at $61.9K in Q3 2024.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.