WQ
D icon

Wealth Quarterback’s Dominion Energy D Stock Holding History

Wealth Quarterback’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 		$522K Sell
8,445
-513
-6% -$31.7K 0.21% 81
2025
Q4 		$525K Buy
8,958
+874
+11% +$52.7K 0.19% 84
2025
Q3 		$494K Buy
8,084
+499
+7% +$29.7K 0.19% 89
2025
Q2 		$429K Buy
7,585
+1,626
+27% +$89.1K 0.2% 94
2025
Q1 		$334K Buy
5,959
+98
+2% +$5.39K 0.19% 90
2024
Q4 		$316K Buy
5,861
+1,967
+51% +$112K 0.15% 92
2024
Q3 		$225K Sell
3,894
-236
-6% -$12.9K 0.12% 112
2024
Q2 		$202K Sell
4,130
-259
-6% -$13.2K 0.11% 115
2024
Q1 		$216K Sell
4,389
-41
-0.9% -$1.92K 0.12% 108
2023
Q4 		$208K Sell
4,430
-17,229
-80% -$769K 0.13% 109
2023
Q3 		$968K Buy
21,659
+305
+1% +$15.1K 0.84% 28
2023
Q2 		$1.11M Buy
21,354
+7,344
+52% +$399K 0.77% 26
2023
Q1 		$783K Buy
14,010
+527
+4% +$30.8K 0.66% 31
2022
Q4 		$827K Buy
13,483
+180
+1% +$11.3K 0.69% 31
2022
Q3 		$919K Sell
13,303
-181
-1% -$14.6K 0.98% 27
2022
Q2 		$1.08M Buy
+13,484
New +$1.11M 0.84% 22
2021
Q3 		$740K Buy
76,888
+61,422
+397% +$4.68M 0.49% 44
2021
Q2 		$1.14M Buy
+15,466
New +$1.19M 0.69% 28
2020
Q4 		$979K Sell
13,023
-1,730
-12% -$137K 0.81% 32
2020
Q3 		$1.2M Hold
14,753
– – 1.1% 26
2020
Q2 		$1.2M Buy
14,753
+2,824
+24% +$226K 1.1% 26
2020
Q1 		$891K Sell
11,929
-66,374
-85% -$5.42M 0.82% 31
2019
Q4 		$787K Buy
+78,303
New +$6.4M 0.68% 33

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 Quarterback's D Position: Q1 2026 in Review

Wealth Quarterback reduced its Dominion Energy (D) stake by 5.7% in Q1 2026, selling an estimated $31.7K and leaving 8,445 shares worth $522K. The position accounts for 0.21% of the portfolio, ranked #81.

Wealth Quarterback first reported a position in D in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.2M in Q3 2020. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Wealth Quarterback held 8,445 shares of Dominion Energy worth $522K as of Q1 2026.
  • Wealth Quarterback sold 513 Dominion Energy shares in Q1 2026, an estimated $31.7K.
  • Dominion Energy made up 0.21% of Wealth Quarterback's portfolio in Q1 2026, its #81 holding.
  • Wealth Quarterback first reported a position in Dominion Energy in Q4 2019 and has held it in 23 quarters since.
  • Wealth Quarterback's Dominion Energy position peaked at $1.2M in Q3 2020.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.