XWM
D icon

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
Q1 		$397K Hold
6,417
– – 0.11% 112
2025
Q4 		$376K Buy
+6,417
New +$387K 0.1% 118

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

Xcel Wealth Management's D Position: Q1 2026 in Review

Xcel Wealth Management held its Dominion Energy (D) position steady in Q1 2026 at 6,417 shares worth $397K. The position accounts for 0.11% of the portfolio, ranked #112.

Xcel Wealth Management first reported a position in D in Q4 2025 and has held it in 2 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Xcel Wealth Management held 6,417 shares of Dominion Energy worth $397K as of Q1 2026.
  • Xcel Wealth Management left its Dominion Energy share count unchanged in Q1 2026.
  • Dominion Energy made up 0.11% of Xcel Wealth Management's portfolio in Q1 2026, its #112 holding.
  • Xcel Wealth Management first reported a position in Dominion Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.