VCWA
D icon

Vanguard Capital Wealth Advisors’s Dominion Energy D Stock Holding History

Vanguard Capital Wealth Advisors’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 		$738K Sell
10,800
-4,100
-28% -$267K 0.5% 40
2026
Q1 		$921K Buy
14,900
+8,800
+144% +$544K 0.85% 29
2025
Q4 		$357K Sell
6,100
-5,200
-46% -$313K 0.29% 73
2025
Q3 		$691K Buy
+11,300
New +$672K 0.55% 43

Other funds holding D

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Vanguard Capital Wealth Advisors's D Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors reduced its Dominion Energy (D) stake by 28% in Q2 2026, selling an estimated $267K and leaving 10,800 shares worth $738K. The position accounts for 0.5% of the portfolio, ranked #40.

Vanguard Capital Wealth Advisors first reported a position in D in Q3 2025 and has held it in 4 quarters since. The position peaked at $921K in Q1 2026. 872 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Vanguard Capital Wealth Advisors held 10,800 shares of Dominion Energy worth $738K as of Q2 2026.
  • Vanguard Capital Wealth Advisors sold 4,100 Dominion Energy shares in Q2 2026, an estimated $267K.
  • Dominion Energy made up 0.5% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Vanguard Capital Wealth Advisors first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
  • Vanguard Capital Wealth Advisors's Dominion Energy position peaked at $921K in Q1 2026.
  • 872 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.