WETS
D icon

Wealth Enhancement Trust Services’s Dominion Energy D Stock Holding History

Wealth Enhancement Trust Services’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 		$7.92K Buy
116
+44
+61% +$2.86K ﹤0.01% 763
2026
Q1 		$4.45K Sell
72
-17
-19% -$1.05K ﹤0.01% 641
2025
Q4 		$5.21K Buy
+89
New +$5.36K ﹤0.01% 599

Other funds holding D

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealth Enhancement Trust Services's D Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Dominion Energy (D) stake by 61% in Q2 2026, buying an estimated $2.86K and bringing the position to 116 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Wealth Enhancement Trust Services first reported a position in D in Q4 2025 and has held it in 3 quarters since. 1,300 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Wealth Enhancement Trust Services held 116 shares of Dominion Energy worth $7.92K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 44 Dominion Energy shares in Q2 2026, an estimated $2.86K.
  • Dominion Energy made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #763 holding.
  • Wealth Enhancement Trust Services first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,300 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.