WI
D icon

WBI Investments’s Dominion Energy D Stock Holding History

WBI Investments’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 		$940K Buy
+13,770
New +$895K 0.23% 113
2025
Q3 		– Sell
-12,882
Closed -$728K – 313
2025
Q2 		$728K Sell
12,882
-37,930
-75% -$2.08M 0.19% 164
2025
Q1 		$2.85M Sell
50,812
-1,810
-3% -$99.6K 0.75% 29
2024
Q4 		$2.83M Sell
52,622
-5,882
-10% -$336K 0.71% 34
2024
Q3 		$3.38M Buy
58,504
+52
+0.1% +$2.84K 0.81% 22
2024
Q2 		$2.86M Buy
+58,452
New +$2.98M 0.69% 41

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

WBI Investments's D Position: Q2 2026 in Review

WBI Investments opened a new position in Dominion Energy (D) in Q2 2026: 13,770 shares worth $940K. The stake represents 0.23% of the portfolio and ranks #113 among its holdings. This is a return to the name: WBI Investments previously reported a position in D as recently as Q2 2025.

WBI Investments first reported a position in D in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.38M in Q3 2024. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • WBI Investments held 13,770 shares of Dominion Energy worth $940K as of Q2 2026.
  • Dominion Energy was a new WBI Investments position in Q2 2026.
  • Dominion Energy made up 0.23% of WBI Investments's portfolio in Q2 2026, its #113 holding.
  • WBI Investments first reported a position in Dominion Energy in Q2 2024 and has held it in 6 quarters since.
  • WBI Investments's Dominion Energy position peaked at $3.38M in Q3 2024.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.