UAG
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United Advisor Group’s Dominion Energy D Stock Holding History

United Advisor Group’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 		$774K Buy
11,328
+2,609
+30% +$170K 0.08% 248
2026
Q1 		$539K Buy
8,719
+153
+2% +$9.45K 0.07% 270
2025
Q4 		$502K Sell
8,566
-468
-5% -$28.2K 0.06% 279
2025
Q3 		$553K Buy
9,034
+3,022
+50% +$180K 0.07% 246
2025
Q2 		$340K Buy
6,012
+355
+6% +$19.5K 0.06% 295
2025
Q1 		$317K Sell
5,657
-3,140
-36% -$173K 0.07% 267
2024
Q4 		$474K Sell
8,797
-1,158
-12% -$66.1K 0.09% 202
2024
Q3 		$575K Buy
9,955
+4,644
+87% +$254K 0.13% 164
2024
Q2 		$260K Buy
+5,311
New +$271K 0.08% 221

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

United Advisor Group's D Position: Q2 2026 in Review

United Advisor Group increased its Dominion Energy (D) stake by 30% in Q2 2026, buying an estimated $170K and bringing the position to 11,328 shares worth $774K. The position accounts for 0.08% of the portfolio, ranked #248.

United Advisor Group first reported a position in D in Q2 2024 and has held it in 9 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • United Advisor Group held 11,328 shares of Dominion Energy worth $774K as of Q2 2026.
  • United Advisor Group bought 2,609 Dominion Energy shares in Q2 2026, an estimated $170K.
  • Dominion Energy made up 0.08% of United Advisor Group's portfolio in Q2 2026, its #248 holding.
  • United Advisor Group first reported a position in Dominion Energy in Q2 2024 and has held it in 9 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.