Warner Financial’s Dominion Energy D Stock Holding History

Warner Financial’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 Q1	–	Sell	-5,828	Closed	-$341K	–	136
2025 Q4	$341K	Hold	5,828	–	–	0.12%	103
2025 Q3	$356K	Buy	+5,828	New	+$346K	0.13%	95

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Warner Financial's D Position: Q1 2026 in Review

Warner Financial sold out of Dominion Energy (D) in Q1 2026, closing a stake of 5,828 shares — an estimated $341K sold.

Warner Financial first reported a position in D in Q3 2025 and held it in 2 quarters. The position peaked at $356K in Q3 2025. 1,476 funds tracked by Wall St. Rank hold D as of Q1 2026.

Warner Financial reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
Warner Financial sold 5,828 Dominion Energy shares in Q1 2026, an estimated $341K.
Warner Financial first reported a position in Dominion Energy in Q3 2025 and held it in 2 quarters.
Warner Financial's Dominion Energy position peaked at $356K in Q3 2025.
1,476 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Warner Financial's 13F filing for Q1 2026, filed 8 Apr 2026.