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WealthPoint Financial’s Dominion Energy D Stock Holding History

WealthPoint 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
Q2 		$272K Buy
3,984
+485
+14% +$31.5K 0.2% 109
2026
Q1 		$216K Sell
3,499
-156
-4% -$9.64K 0.18% 117
2025
Q4 		$214K Buy
+3,655
New +$220K 0.19% 115

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

WealthPoint Financial's D Position: Q2 2026 in Review

WealthPoint Financial increased its Dominion Energy (D) stake by 14% in Q2 2026, buying an estimated $31.5K and bringing the position to 3,984 shares worth $272K. The position accounts for 0.2% of the portfolio, ranked #109.

WealthPoint Financial first reported a position in D in Q4 2025 and has held it in 3 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • WealthPoint Financial held 3,984 shares of Dominion Energy worth $272K as of Q2 2026.
  • WealthPoint Financial bought 485 Dominion Energy shares in Q2 2026, an estimated $31.5K.
  • Dominion Energy made up 0.2% of WealthPoint Financial's portfolio in Q2 2026, its #109 holding.
  • WealthPoint Financial first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.