Ballast Inc’s Dominion Energy D Stock Holding History

Ballast Inc’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	$224K	Sell	3,279 -194	-6%	-$12.6K	0.04%	149
2026 Q1	$215K	Sell	3,473 -469	-12%	-$29K	0.05%	128
2025 Q4	$231K	Buy	3,942 +4	+0.1%	+$241	0.05%	126
2025 Q3	$241K	Hold	3,938	–	–	0.06%	119
2025 Q2	$223K	Hold	3,938	–	–	0.06%	124
2025 Q1	$221K	Hold	3,938	–	–	0.06%	123
2024 Q4	$212K	Sell	3,938 -65	-2%	-$3.71K	0.06%	118
2024 Q3	$231K	Buy	+4,003	New	+$219K	0.07%	121
2024 Q2	–	Sell	-4,084	Closed	-$201K	–	121
2024 Q1	$201K	Buy	+4,084	New	+$191K	0.06%	120
2023 Q3	–	Sell	-4,233	Closed	-$219K	–	112
2023 Q2	$219K	Buy	+4,233	New	+$230K	0.08%	112

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ballast Inc's D Position: Q2 2026 in Review

Ballast Inc reduced its Dominion Energy (D) stake by 5.6% in Q2 2026, selling an estimated $12.6K and leaving 3,279 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #149.

Ballast Inc first reported a position in D in Q2 2023 and has held it in 10 quarters since. The position peaked at $241K in Q3 2025. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Ballast Inc held 3,279 shares of Dominion Energy worth $224K as of Q2 2026.
Ballast Inc sold 194 Dominion Energy shares in Q2 2026, an estimated $12.6K.
Dominion Energy made up 0.04% of Ballast Inc's portfolio in Q2 2026, its #149 holding.
Ballast Inc first reported a position in Dominion Energy in Q2 2023 and has held it in 10 quarters since.
Ballast Inc's Dominion Energy position peaked at $241K in Q3 2025.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Ballast Inc's 13F filing for Q2 2026, filed 10 Jul 2026.