Widmann Financial Services’s Dominion Energy D Stock Holding History

Widmann Financial Services’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	$208K	Buy	+3,361	New	+$208K	0.12%	116
2025 Q4	–	Sell	-3,591	Closed	-$220K	–	115
2025 Q3	$220K	Sell	3,591 -100	-3%	-$5.95K	0.14%	105
2025 Q2	$209K	Hold	3,691	–	–	0.15%	105
2025 Q1	$207K	Buy	+3,691	New	+$203K	0.16%	99
2024 Q4	–	Sell	-3,691	Closed	-$213K	–	103
2024 Q3	$213K	Sell	3,691 -89	-2%	-$4.86K	0.16%	96
2024 Q2	$185K	Buy	+3,780	New	+$193K	0.15%	98
2023 Q1	–	Sell	-3,382	Closed	-$207K	–	81
2022 Q4	$207K	Sell	3,382 -7,689	-69%	-$483K	0.22%	77
2022 Q3	$765K	Sell	11,071 -292	-3%	-$23.6K	0.85%	41
2022 Q2	$906K	Sell	11,363 -100	-0.9%	-$8.26K	0.94%	37
2022 Q1	$974K	Buy	11,463 +7,889	+221%	+$634K	0.86%	41
2021 Q4	$280K	Buy	+3,574	New	+$269K	0.23%	70

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Widmann Financial Services's D Position: Q1 2026 in Review

Widmann Financial Services opened a new position in Dominion Energy (D) in Q1 2026: 3,361 shares worth $208K. The stake represents 0.12% of the portfolio and ranks #116 among its holdings. This is a return to the name: Widmann Financial Services previously reported a position in D as recently as Q3 2025.

Widmann Financial Services first reported a position in D in Q4 2021 and has held it in 11 quarters since. The position peaked at $974K in Q1 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Widmann Financial Services held 3,361 shares of Dominion Energy worth $208K as of Q1 2026.
Dominion Energy was a new Widmann Financial Services position in Q1 2026.
Dominion Energy made up 0.12% of Widmann Financial Services's portfolio in Q1 2026, its #116 holding.
Widmann Financial Services first reported a position in Dominion Energy in Q4 2021 and has held it in 11 quarters since.
Widmann Financial Services's Dominion Energy position peaked at $974K in Q1 2022.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.