Balboa Wealth Partners’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$479K Buy
7,021
+200
+3% +$13K 0.07% 246
2026
Q1
$422K Buy
6,821
+1,173
+21% +$72.5K 0.07% 234
2025
Q4
$331K Sell
5,648
-1,580
-22% -$95.2K 0.05% 266
2025
Q3
$442K Buy
7,228
+2,634
+57% +$157K 0.08% 203
2025
Q2
$260K Buy
4,594
+610
+15% +$33.4K 0.05% 278
2025
Q1
$223K Buy
+3,984
New +$219K 0.05% 248

Other funds holding D

Balboa Wealth Partners's D Position: Q2 2026 in Review

Balboa Wealth Partners increased its Dominion Energy (D) stake by 2.9% in Q2 2026, buying an estimated $13K and bringing the position to 7,021 shares worth $479K. The position accounts for 0.07% of the portfolio, ranked #246.

Balboa Wealth Partners first reported a position in D in Q1 2025 and has held it in 6 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Balboa Wealth Partners held 7,021 shares of Dominion Energy worth $479K as of Q2 2026.
  • Balboa Wealth Partners bought 200 Dominion Energy shares in Q2 2026, an estimated $13K.
  • Dominion Energy made up 0.07% of Balboa Wealth Partners's portfolio in Q2 2026, its #246 holding.
  • Balboa Wealth Partners first reported a position in Dominion Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.