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D icon

Wealth Alliance’s Dominion Energy D Stock Holding History

Wealth Alliance’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 		$396K Sell
6,411
-1,077
-14% -$66.5K 0.04% 353
2025
Q4 		$439K Buy
7,488
+2,502
+50% +$151K 0.04% 335
2025
Q3 		$305K Buy
4,986
+447
+10% +$26.6K 0.03% 413
2025
Q2 		$257K Buy
4,539
+760
+20% +$41.6K 0.03% 457
2025
Q1 		$212K Buy
3,779
+58
+2% +$3.19K 0.03% 487
2024
Q4 		$200K Sell
3,721
-6,761
-65% -$386K 0.02% 477
2024
Q3 		$606K Sell
10,482
-9,521
-48% -$520K 0.07% 234
2024
Q2 		$980K Sell
20,003
-2,886
-13% -$147K 0.13% 156
2024
Q1 		$1.13M Buy
22,889
+3,006
+15% +$140K 0.15% 143
2023
Q4 		$934K Sell
19,883
-1,398
-7% -$62.4K 0.13% 158
2023
Q3 		$951K Buy
21,281
+3,737
+21% +$186K 0.15% 139
2023
Q2 		$909K Buy
17,544
+2,103
+14% +$114K 0.14% 158
2023
Q1 		$863K Buy
15,441
+5,669
+58% +$332K 0.14% 160
2022
Q4 		$599K Sell
9,772
-3,775
-28% -$237K 0.11% 209
2022
Q3 		$937K Buy
13,547
+1,122
+9% +$90.6K 0.18% 121
2022
Q2 		$992K Buy
12,425
+315
+3% +$26K 0.19% 123
2022
Q1 		$1.03M Buy
12,110
+1,414
+13% +$114K 0.21% 109
2021
Q4 		$840K Sell
10,696
-421
-4% -$31.7K 0.17% 139
2021
Q3 		$812K Buy
11,117
+2,871
+35% +$219K 0.18% 126
2021
Q2 		$607K Buy
8,246
+969
+13% +$74.8K 0.14% 168
2021
Q1 		$553K Sell
7,277
-246
-3% -$17.9K 0.15% 159
2020
Q4 		$566K Buy
7,523
+412
+6% +$32.7K 0.17% 151
2020
Q3 		$561K Sell
7,111
-3,822
-35% -$300K 0.2% 128
2020
Q2 		$888K Sell
10,933
-38
-0.3% -$3.05K 0.35% 75
2020
Q1 		$792K Buy
+10,971
New +$896K 0.43% 65

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Alliance's D Position: Q1 2026 in Review

Wealth Alliance reduced its Dominion Energy (D) stake by 14% in Q1 2026, selling an estimated $66.5K and leaving 6,411 shares worth $396K. The position accounts for 0.04% of the portfolio, ranked #353.

Wealth Alliance first reported a position in D in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.13M in Q1 2024. 1,475 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Wealth Alliance held 6,411 shares of Dominion Energy worth $396K as of Q1 2026.
  • Wealth Alliance sold 1,077 Dominion Energy shares in Q1 2026, an estimated $66.5K.
  • Dominion Energy made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #353 holding.
  • Wealth Alliance first reported a position in Dominion Energy in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Dominion Energy position peaked at $1.13M in Q1 2024.
  • 1,475 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.