Wealthspire Advisors (New York)’s Dominion Energy D Stock Holding History

Wealthspire Advisors (New York)’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	$1.12M	Sell	16,470 -982	-6%	-$63.9K	0.01%	533
2026 Q1	$1.08M	Buy	17,452 +5,950	+52%	+$368K	0.01%	395
2025 Q4	$674K	Sell	11,502 -107	-0.9%	-$6.45K	0.01%	523
2025 Q3	$710K	Buy	11,609 +1,749	+18%	+$104K	﹤0.01%	459
2025 Q2	$557K	Sell	9,860 -3,170	-24%	-$174K	﹤0.01%	510
2025 Q1	$731K	Sell	13,030 -354	-3%	-$19.5K	﹤0.01%	444
2024 Q4	$721K	Sell	13,384 -1,649	-11%	-$94.1K	0.01%	428
2024 Q3	$869K	Buy	15,033 +7,072	+89%	+$386K	0.01%	394
2024 Q2	$390K	Buy	7,961 +497	+7%	+$25.3K	0.01%	476
2024 Q1	$367K	Sell	7,464 -1,160	-13%	-$54.2K	﹤0.01%	486
2023 Q4	$405K	Sell	8,624 -6,238	-42%	-$278K	0.01%	451
2023 Q3	$664K	Buy	14,862 +906	+6%	+$45K	0.01%	340
2023 Q2	$723K	Sell	13,956 -1,205	-8%	-$65.5K	0.01%	307
2023 Q1	$848K	Buy	15,161 +417	+3%	+$24.4K	0.01%	277
2022 Q4	$904K	Buy	14,744 +775	+6%	+$48.7K	0.02%	279
2022 Q3	$965K	Buy	13,969 +4,043	+41%	+$326K	0.02%	230
2022 Q2	$792K	Buy	9,926 +700	+8%	+$57.8K	0.02%	244
2022 Q1	$784K	Sell	9,226 -5,954	-39%	-$478K	0.02%	215
2021 Q4	$1.19M	Buy	15,180 +3,374	+29%	+$254K	0.03%	205
2021 Q3	$862K	Buy	11,806 +2,305	+24%	+$176K	0.02%	272
2021 Q2	$699K	Sell	9,501 -16,043	-63%	-$1.24M	0.02%	192
2021 Q1	$1.94M	Buy	25,544 +13,491	+112%	+$980K	0.05%	178
2020 Q4	$906K	Buy	12,053 +4,583	+61%	+$364K	0.03%	218
2020 Q3	$590K	Sell	7,470 -15	-0.2%	-$1.18K	0.04%	163
2020 Q2	$608K	Sell	7,485 -5,015	-40%	-$402K	0.04%	138
2020 Q1	$902K	Buy	12,500 +8,424	+207%	+$688K	0.04%	212
2019 Q4	$338K	Buy	4,076 +1,200	+42%	+$98K	0.02%	135
2019 Q3	$233K	Buy	+2,876	New	+$222K	0.02%	142
2019 Q1	–	Sell	-521	Closed	-$37K	–	222
2018 Q4	$37K	Buy	+521	New	+$38.1K	﹤0.01%	225

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (New York)'s D Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Dominion Energy (D) stake by 5.6% in Q2 2026, selling an estimated $63.9K and leaving 16,470 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #533.

Wealthspire Advisors (New York) first reported a position in D in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.94M in Q1 2021. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

Wealthspire Advisors (New York) held 16,470 shares of Dominion Energy worth $1.12M as of Q2 2026.
Wealthspire Advisors (New York) sold 982 Dominion Energy shares in Q2 2026, an estimated $63.9K.
Dominion Energy made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #533 holding.
Wealthspire Advisors (New York) first reported a position in Dominion Energy in Q4 2018 and has held it in 29 quarters since.
Wealthspire Advisors (New York)'s Dominion Energy position peaked at $1.94M in Q1 2021.
1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.