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Winnow Wealth’s Dominion Energy D Stock Holding History

Winnow Wealth’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 		– Sell
-26
Closed -$1.53K – 225
2025
Q4 		$1.53K Sell
26
-1,557
-98% -$93.8K ﹤0.01% 388
2025
Q3 		$98.1K Buy
1,583
+1,512
+2,130% +$89.9K 0.08% 121
2025
Q2 		$4.01K Sell
71
-1,511
-96% -$82.8K ﹤0.01% 145
2025
Q1 		$88.7K Buy
1,582
+8
+0.5% +$440 0.08% 117
2024
Q4 		$84.7K Buy
+1,574
New +$89.8K 0.08% 115

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

Winnow Wealth's D Position: Q1 2026 in Review

Winnow Wealth sold out of Dominion Energy (D) in Q1 2026, closing a stake of 26 shares — an estimated $1.53K sold.

Winnow Wealth first reported a position in D in Q4 2024 and held it in 5 quarters. The position peaked at $98.1K in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Winnow Wealth reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 26 Dominion Energy shares in Q1 2026, an estimated $1.53K.
  • Winnow Wealth first reported a position in Dominion Energy in Q4 2024 and held it in 5 quarters.
  • Winnow Wealth's Dominion Energy position peaked at $98.1K in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.