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Vise Technologies’s Dominion Energy D Stock Holding History

Vise Technologies’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 		$3.03M Buy
44,385
+13,839
+45% +$900K 0.03% 412
2026
Q1 		$1.79M Hold
30,546
– – 0.04% 405
2025
Q4 		$1.79M Buy
30,546
+3,708
+14% +$223K 0.04% 406
2025
Q3 		$1.64M Sell
26,838
-6,094
-19% -$362K 0.06% 301
2025
Q2 		$1.86M Buy
+32,932
New +$1.8M 0.08% 280
2024
Q4 		$995K Buy
18,479
+4,588
+33% +$262K 0.08% 256
2024
Q3 		$803K Buy
13,891
+2,843
+26% +$155K 0.1% 196
2024
Q2 		$541K Buy
11,048
+600
+6% +$30.6K 0.1% 215
2024
Q1 		$514K Buy
10,448
+3,095
+42% +$145K 0.1% 200
2023
Q4 		$346K Sell
7,353
-7,625
-51% -$340K 0.07% 246
2023
Q3 		$669K Buy
14,978
+6,460
+76% +$321K 0.16% 133
2023
Q2 		$441K Buy
8,518
+2,648
+45% +$144K 0.11% 188
2023
Q1 		$328K Sell
5,870
-583
-9% -$34.1K 0.09% 233
2022
Q4 		$396K Buy
+6,453
New +$405K 0.12% 186

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 $3.38T AUM 44.17% 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

Vise Technologies's D Position: Q2 2026 in Review

Vise Technologies increased its Dominion Energy (D) stake by 45% in Q2 2026, buying an estimated $900K and bringing the position to 44,385 shares worth $3.03M. The position accounts for 0.03% of the portfolio, ranked #412.

Vise Technologies first reported a position in D in Q4 2022 and has held it in 14 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Vise Technologies held 44,385 shares of Dominion Energy worth $3.03M as of Q2 2026.
  • Vise Technologies bought 13,839 Dominion Energy shares in Q2 2026, an estimated $900K.
  • Dominion Energy made up 0.03% of Vise Technologies's portfolio in Q2 2026, its #412 holding.
  • Vise Technologies first reported a position in Dominion Energy in Q4 2022 and has held it in 14 quarters since.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.