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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
Q2 		$202K Sell
2,961
-400
-12% -$26K 0.11% 122
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

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Widmann Financial Services's D Position: Q2 2026 in Review

Widmann Financial Services reduced its Dominion Energy (D) stake by 12% in Q2 2026, selling an estimated $26K and leaving 2,961 shares worth $202K. The position accounts for 0.11% of the portfolio, ranked #122.

Widmann Financial Services first reported a position in D in Q4 2021 and has held it in 12 quarters since. The position peaked at $974K in Q1 2022. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Widmann Financial Services held 2,961 shares of Dominion Energy worth $202K as of Q2 2026.
  • Widmann Financial Services sold 400 Dominion Energy shares in Q2 2026, an estimated $26K.
  • Dominion Energy made up 0.11% of Widmann Financial Services's portfolio in Q2 2026, its #122 holding.
  • Widmann Financial Services first reported a position in Dominion Energy in Q4 2021 and has held it in 12 quarters since.
  • Widmann Financial Services's Dominion Energy position peaked at $974K in Q1 2022.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.