VSM Wealth Advisory’s Dominion Energy D Stock Holding History

VSM Wealth Advisory’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	$35.7K	Buy	522 +5	+1%	+$325	0.01%	245
2026 Q1	$32K	Buy	517 +5	+1%	+$309	0.01%	251
2025 Q4	$30K	Buy	512 +6	+1%	+$361	0.01%	237
2025 Q3	$30.9K	Buy	506 +6	+1%	+$357	0.01%	234
2025 Q2	$28.3K	Hold	500	–	–	0.01%	272
2025 Q1	$28K	Buy	+500	New	+$27.5K	0.01%	245

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

VSM Wealth Advisory's D Position: Q2 2026 in Review

VSM Wealth Advisory increased its Dominion Energy (D) stake by 0.97% in Q2 2026, buying an estimated $325 and bringing the position to 522 shares worth $35.7K. The position accounts for 0.01% of the portfolio, ranked #245.

VSM Wealth Advisory first reported a position in D in Q1 2025 and has held it in 6 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

VSM Wealth Advisory held 522 shares of Dominion Energy worth $35.7K as of Q2 2026.
VSM Wealth Advisory bought 5 Dominion Energy shares in Q2 2026, an estimated $325.
Dominion Energy made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #245 holding.
VSM Wealth Advisory first reported a position in Dominion Energy in Q1 2025 and has held it in 6 quarters since.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.