XWM
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Xcel Wealth Management’s Dominion Energy D Stock Holding History

Xcel Wealth Management’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 		$437K Sell
6,397
-20
-0.3% -$1.3K 0.1% 116
2026
Q1 		$397K Hold
6,417
– – 0.11% 112
2025
Q4 		$376K Buy
+6,417
New +$387K 0.1% 118

Other funds holding D

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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

Xcel Wealth Management's D Position: Q2 2026 in Review

Xcel Wealth Management reduced its Dominion Energy (D) stake by 0.31% in Q2 2026, selling an estimated $1.3K and leaving 6,397 shares worth $437K. The position accounts for 0.1% of the portfolio, ranked #116.

Xcel Wealth Management first reported a position in D in Q4 2025 and has held it in 3 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Xcel Wealth Management held 6,397 shares of Dominion Energy worth $437K as of Q2 2026.
  • Xcel Wealth Management sold 20 Dominion Energy shares in Q2 2026, an estimated $1.3K.
  • Dominion Energy made up 0.1% of Xcel Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Xcel Wealth Management first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.