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Westfuller Advisors’s Dominion Energy D Stock Holding History

Westfuller 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
Q1 		$19.3K Buy
313
+20
+7% +$1.24K 0.01% 353
2025
Q4 		$17.2K Buy
293
+1
+0.3% +$60 0.01% 392
2025
Q3 		$17.9K Buy
+292
New +$17.4K 0.01% 379

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

Westfuller Advisors's D Position: Q1 2026 in Review

Westfuller Advisors increased its Dominion Energy (D) stake by 6.8% in Q1 2026, buying an estimated $1.24K and bringing the position to 313 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #353.

Westfuller Advisors first reported a position in D in Q3 2025 and has held it in 3 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Westfuller Advisors held 313 shares of Dominion Energy worth $19.3K as of Q1 2026.
  • Westfuller Advisors bought 20 Dominion Energy shares in Q1 2026, an estimated $1.24K.
  • Dominion Energy made up 0.01% of Westfuller Advisors's portfolio in Q1 2026, its #353 holding.
  • Westfuller Advisors first reported a position in Dominion Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.