Westside Investment Management’s Dominion Energy D Stock Holding History

Westside Investment Management’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	$50.9K	Hold	745	–	–	0.01%	584
2026 Q1	$46.7K	Hold	745	–	–	0.01%	587
2025 Q4	$44.1K	Buy	745 +17	+2%	+$1.02K	0.01%	581
2025 Q3	$44.3K	Buy	728 +259	+55%	+$15.4K	0.01%	579
2025 Q2	$27K	Buy	469 +259	+123%	+$14.2K	0.01%	587
2025 Q1	$11.8K	Hold	210	–	–	﹤0.01%	661
2024 Q4	$11.3K	Hold	210	–	–	﹤0.01%	665
2024 Q3	$11.6K	Hold	210	–	–	﹤0.01%	654
2024 Q2	$10.3K	Hold	210	–	–	﹤0.01%	652
2024 Q1	$10.3K	Hold	210	–	–	﹤0.01%	622
2023 Q4	$9.87K	Hold	210	–	–	﹤0.01%	589
2023 Q3	$9.38K	Hold	210	–	–	﹤0.01%	594
2023 Q2	$11K	Hold	210	–	–	﹤0.01%	569
2023 Q1	$11.7K	Hold	210	–	–	﹤0.01%	555
2022 Q4	$13.2K	Hold	210	–	–	0.03%	183
2022 Q3	$14.5K	Hold	210	–	–	0.03%	187
2022 Q2	$18.1K	Hold	210	–	–	0.04%	168
2022 Q1	$18.1K	Hold	210	–	–	0.04%	171
2021 Q4	$15.2K	Hold	210	–	–	0.03%	169
2021 Q3	$15.2K	Hold	210	–	–	0.04%	169
2021 Q2	$15.4K	Hold	210	–	–	0.04%	170
2021 Q1	$16K	Buy	+210	New	+$15.3K	0.04%	160
2018 Q4	$3.57K	Hold	50	–	–	﹤0.01%	586
2018 Q3	$3.5K	Hold	50	–	–	﹤0.01%	632
2018 Q2	$3.42K	Hold	50	–	–	﹤0.01%	723
2018 Q1	$3.35K	Hold	50	–	–	﹤0.01%	716
2017 Q4	$3.9K	Buy	+50	New	+$4.05K	﹤0.01%	719

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

Westside Investment Management's D Position: Q2 2026 in Review

Westside Investment Management held its Dominion Energy (D) position steady in Q2 2026 at 745 shares worth $50.9K. The position accounts for 0.01% of the portfolio, ranked #584.

Westside Investment Management first reported a position in D in Q4 2017 and has held it in 27 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Westside Investment Management held 745 shares of Dominion Energy worth $50.9K as of Q2 2026.
Westside Investment Management left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #584 holding.
Westside Investment Management first reported a position in Dominion Energy in Q4 2017 and has held it in 27 quarters since.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.