Bellars Harris Wealth Management, LLC’s Dominion Energy D Stock Holding History

Bellars Harris Wealth Management, LLC’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	$367K	Buy	+5,371	New	+$349K	0.07%	81

Other funds holding D

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's D Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Dominion Energy (D) in Q2 2026: 5,371 shares worth $367K. The stake represents 0.07% of the portfolio and ranks #81 among its holdings.

936 funds tracked by Wall St. Rank hold D as of Q2 2026.

Bellars Harris Wealth Management, LLC held 5,371 shares of Dominion Energy worth $367K as of Q2 2026.
Dominion Energy was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
Dominion Energy made up 0.07% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #81 holding.
936 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.