WestEnd Advisors’s Dominion Energy D Stock Holding History

WestEnd Advisors’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	$2.8K	Buy	41 +4	+11%	+$260	﹤0.01%	163
2026 Q1	$2.29K	Hold	37	–	–	﹤0.01%	144
2025 Q4	$2.17K	Sell	37 -2	-5%	-$120	﹤0.01%	154
2025 Q3	$2.39K	Buy	+39	New	+$2.32K	﹤0.01%	144
2024 Q4	–	Sell	-11	Closed	-$636	–	361
2024 Q3	$636	Hold	11	–	–	﹤0.01%	153
2024 Q2	$539	Sell	11 -2	-15%	-$102	﹤0.01%	157
2024 Q1	$639	Buy	13 +1	+8%	+$47	﹤0.01%	137
2023 Q4	$564	Sell	12 -10	-45%	-$446	﹤0.01%	148
2023 Q3	$983	Buy	+22	New	+$1.09K	﹤0.01%	111
2023 Q1	–	Sell	-18	Closed	-$1.05K	–	100
2022 Q4	$1.1K	Buy	18 +5	+38%	+$314	﹤0.01%	92
2022 Q3	$1K	Buy	13 +4	+44%	+$323	﹤0.01%	105
2022 Q2	$718	Buy	+9	New	+$743	﹤0.01%	124

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

WestEnd Advisors's D Position: Q2 2026 in Review

WestEnd Advisors increased its Dominion Energy (D) stake by 11% in Q2 2026, buying an estimated $260 and bringing the position to 41 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #163.

WestEnd Advisors first reported a position in D in Q2 2022 and has held it in 12 quarters since. 1,550 funds tracked by Wall St. Rank hold D as of Q2 2026.

WestEnd Advisors held 41 shares of Dominion Energy worth $2.8K as of Q2 2026.
WestEnd Advisors bought 4 Dominion Energy shares in Q2 2026, an estimated $260.
Dominion Energy made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #163 holding.
WestEnd Advisors first reported a position in Dominion Energy in Q2 2022 and has held it in 12 quarters since.
1,550 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.