WealthTrust Axiom’s Dominion Energy D Stock Holding History

WealthTrust Axiom’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	$203K	Buy	+2,979	New	+$194K	0.05%	280
2023 Q3	–	Sell	-4,460	Closed	-$231K	–	244
2023 Q2	$231K	Hold	4,460	–	–	0.08%	206
2023 Q1	$249K	Hold	4,460	–	–	0.09%	199
2022 Q4	$274K	Buy	4,460 +100	+2%	+$6.28K	0.1%	177
2022 Q3	$301K	Hold	4,360	–	–	0.11%	164
2022 Q2	$347K	Hold	4,360	–	–	0.12%	156
2022 Q1	$370K	Hold	4,360	–	–	0.12%	160
2021 Q4	$342K	Buy	4,360 +300	+7%	+$22.6K	0.11%	166
2021 Q3	$296K	Sell	4,060 -13	-0.3%	-$991	0.1%	170
2021 Q2	$299K	Sell	4,073 -2	-0%	-$154	0.1%	175
2021 Q1	$309K	Sell	4,075 -60	-1%	-$4.36K	0.1%	165
2020 Q4	$310K	Buy	4,135 +3	+0.1%	+$238	0.11%	160
2020 Q3	$326K	Buy	4,132 +4	+0.1%	+$314	0.14%	128
2020 Q2	$335K	Buy	4,128 +4	+0.1%	+$321	0.15%	121
2020 Q1	$297K	Buy	4,124 +5	+0.1%	+$408	0.15%	122
2019 Q4	$341K	Sell	4,119 -104	-2%	-$8.5K	0.11%	134
2019 Q3	$342K	Buy	4,223 +640	+18%	+$49.5K	0.12%	139
2019 Q2	$277K	Sell	3,583 -235	-6%	-$17.9K	0.1%	160
2019 Q1	$292K	Buy	+3,818	New	+$279K	0.1%	152

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 $3.37T AUM 44.26% 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

WealthTrust Axiom's D Position: Q2 2026 in Review

WealthTrust Axiom opened a new position in Dominion Energy (D) in Q2 2026: 2,979 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #280 among its holdings. This is a return to the name: WealthTrust Axiom previously reported a position in D as recently as Q2 2023.

WealthTrust Axiom first reported a position in D in Q1 2019 and has held it in 19 quarters since. The position peaked at $370K in Q1 2022. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

WealthTrust Axiom held 2,979 shares of Dominion Energy worth $203K as of Q2 2026.
Dominion Energy was a new WealthTrust Axiom position in Q2 2026.
Dominion Energy made up 0.05% of WealthTrust Axiom's portfolio in Q2 2026, its #280 holding.
WealthTrust Axiom first reported a position in Dominion Energy in Q1 2019 and has held it in 19 quarters since.
WealthTrust Axiom's Dominion Energy position peaked at $370K in Q1 2022.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.