WFA
D icon

WJ Financial Advisors’s Dominion Energy D Stock Holding History

WJ Financial Advisors’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 		– Sell
-4,281
Closed -$265K – 138
2026
Q1 		$265K Sell
4,281
-284
-6% -$17.5K 0.21% 105
2025
Q4 		$267K Sell
4,565
-260
-5% -$15.7K 0.24% 97
2025
Q3 		$295K Buy
+4,825
New +$287K 0.29% 86

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

WJ Financial Advisors's D Position: Q2 2026 in Review

WJ Financial Advisors sold out of Dominion Energy (D) in Q2 2026, closing a stake of 4,281 shares — an estimated $265K sold.

WJ Financial Advisors first reported a position in D in Q3 2025 and held it in 3 quarters. The position peaked at $295K in Q3 2025. 1,548 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • WJ Financial Advisors reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • WJ Financial Advisors sold 4,281 Dominion Energy shares in Q2 2026, an estimated $265K.
  • WJ Financial Advisors first reported a position in Dominion Energy in Q3 2025 and held it in 3 quarters.
  • WJ Financial Advisors's Dominion Energy position peaked at $295K in Q3 2025.
  • 1,548 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.