VA
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VestGen Advisors’s Dominion Energy D Stock Holding History

VestGen 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 		$1.71M Buy
24,984
+91
+0.4% +$5.92K 0.05% 335
2026
Q1 		$1.57M Buy
24,893
+3,730
+18% +$230K 0.04% 357
2025
Q4 		$1.24M Buy
21,163
+12,888
+156% +$776K 0.05% 315
2025
Q3 		$506K Buy
+8,275
New +$492K 0.02% 481

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

VestGen Advisors's D Position: Q2 2026 in Review

VestGen Advisors increased its Dominion Energy (D) stake by 0.37% in Q2 2026, buying an estimated $5.92K and bringing the position to 24,984 shares worth $1.71M. The position accounts for 0.05% of the portfolio, ranked #335.

VestGen Advisors first reported a position in D in Q3 2025 and has held it in 4 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • VestGen Advisors held 24,984 shares of Dominion Energy worth $1.71M as of Q2 2026.
  • VestGen Advisors bought 91 Dominion Energy shares in Q2 2026, an estimated $5.92K.
  • Dominion Energy made up 0.05% of VestGen Advisors's portfolio in Q2 2026, its #335 holding.
  • VestGen Advisors first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.