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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
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

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

Wealthspire Advisors (New York)'s D Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Dominion Energy (D) stake by 52% in Q1 2026, buying an estimated $368K and bringing the position to 17,452 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #395.

Wealthspire Advisors (New York) first reported a position in D in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.94M in Q1 2021. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Wealthspire Advisors (New York) held 17,452 shares of Dominion Energy worth $1.08M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 5,950 Dominion Energy shares in Q1 2026, an estimated $368K.
  • Dominion Energy made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #395 holding.
  • Wealthspire Advisors (New York) first reported a position in Dominion Energy in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s Dominion Energy position peaked at $1.94M in Q1 2021.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.