WIA
D icon

World Investment Advisors’s Dominion Energy D Stock Holding History

World Investment 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 		$1.02M Sell
16,312
-2,079
-11% -$135K 0.02% 690
2026
Q1 		$1.14M Buy
18,391
+1,054
+6% +$65.1K 0.02% 672
2025
Q4 		$1.02M Buy
17,337
+3,959
+30% +$239K 0.02% 677
2025
Q3 		$818K Buy
13,378
+4,224
+46% +$251K 0.02% 624
2025
Q2 		$517K Sell
9,154
-7,830
-46% -$429K 0.01% 720
2025
Q1 		$952K Sell
16,984
-2,021
-11% -$111K 0.02% 524
2024
Q4 		$1.02M Buy
19,005
+5,217
+38% +$298K 0.03% 469
2024
Q3 		$797K Buy
13,788
+6,603
+92% +$361K 0.03% 474
2024
Q2 		$352K Buy
+7,185
New +$366K 0.02% 463

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

World Investment Advisors's D Position: Q2 2026 in Review

World Investment Advisors reduced its Dominion Energy (D) stake by 11% in Q2 2026, selling an estimated $135K and leaving 16,312 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #690.

World Investment Advisors first reported a position in D in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q1 2026. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • World Investment Advisors held 16,312 shares of Dominion Energy worth $1.02M as of Q2 2026.
  • World Investment Advisors sold 2,079 Dominion Energy shares in Q2 2026, an estimated $135K.
  • Dominion Energy made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #690 holding.
  • World Investment Advisors first reported a position in Dominion Energy in Q2 2024 and has held it in 9 quarters since.
  • World Investment Advisors's Dominion Energy position peaked at $1.14M in Q1 2026.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.