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William B. Walkup & Associates’s Dominion Energy D Stock Holding History

William B. Walkup & Associates’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
Q3 		$206K Hold
3,408
– – 0.09% 86
2026
Q2 		$233K Hold
3,408
– – 0.11% 83
2026
Q1 		$191K Hold
3,408
– – 0.11% 81
2025
Q4 		$200K Hold
3,408
– – 0.11% 84
2025
Q3 		$208K Hold
3,408
– – 0.11% 80
2025
Q2 		$193K Hold
3,408
– – 0.11% 82
2025
Q1 		$191K Hold
3,408
– – 0.12% 80
2024
Q4 		$184K Hold
3,408
– – 0.12% 82
2024
Q3 		$197K Hold
3,408
– – 0.12% 82
2024
Q2 		$167K Buy
+3,408
New +$174K 0.11% 83

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

William B. Walkup & Associates's D Position: Q3 2026 in Review

William B. Walkup & Associates held its Dominion Energy (D) position steady in Q3 2026 at 3,408 shares worth $206K. The position accounts for 0.09% of the portfolio, ranked #86.

William B. Walkup & Associates first reported a position in D in Q2 2024 and has held it in 10 quarters since. The position peaked at $233K in Q2 2026. 1,285 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • William B. Walkup & Associates held 3,408 shares of Dominion Energy worth $206K as of Q3 2026.
  • William B. Walkup & Associates left its Dominion Energy share count unchanged in Q3 2026.
  • Dominion Energy made up 0.09% of William B. Walkup & Associates's portfolio in Q3 2026, its #86 holding.
  • William B. Walkup & Associates first reported a position in Dominion Energy in Q2 2024 and has held it in 10 quarters since.
  • William B. Walkup & Associates's Dominion Energy position peaked at $233K in Q2 2026.
  • 1,285 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.