Baltimore-Washington Financial Advisors’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 | $801K | Buy |
11,731
+49
| +0.4% | +$3.19K | 0.03% | 107 |
|
|
2026
Q1 | $722K | Hold |
11,682
| – | – | 0.03% | 101 |
|
|
2025
Q4 | $684K | Buy |
11,682
+100
| +0.9% | +$6.02K | 0.03% | 103 |
|
|
2025
Q3 | $708K | Sell |
11,582
-16
| -0.1% | -$951 | 0.03% | 105 |
|
|
2025
Q2 | $656K | Sell |
11,598
-13
| -0.1% | -$712 | 0.03% | 104 |
|
|
2025
Q1 | $651K | Sell |
11,611
-27
| -0.2% | -$1.49K | 0.03% | 97 |
|
|
2024
Q4 | $627K | Buy |
11,638
+54
| +0.5% | +$3.08K | 0.03% | 98 |
|
|
2024
Q3 | $669K | Buy |
11,584
+35
| +0.3% | +$1.91K | 0.04% | 97 |
|
|
2024
Q2 | $566K | Buy |
11,549
+129
| +1% | +$6.57K | 0.03% | 100 |
|
|
2024
Q1 | $562K | Buy |
11,420
+56
| +0.5% | +$2.62K | 0.04% | 99 |
|
|
2023
Q4 | $534K | Buy |
11,364
+5,563
| +96% | +$248K | 0.04% | 105 |
|
|
2023
Q3 | $259K | Hold |
5,801
| – | – | 0.02% | 126 |
|
|
2023
Q2 | $300K | Buy |
5,801
+49
| +0.9% | +$2.66K | 0.02% | 117 |
|
|
2023
Q1 | $322K | Buy |
5,752
+254
| +5% | +$14.9K | 0.03% | 117 |
|
|
2022
Q4 | $337K | Buy |
5,498
+40
| +0.7% | +$2.51K | 0.03% | 113 |
|
|
2022
Q3 | $377K | Buy |
5,458
+30
| +0.6% | +$2.42K | 0.03% | 114 |
|
|
2022
Q2 | $433K | Buy |
5,428
+1,709
| +46% | +$141K | 0.05% | 95 |
|
|
2022
Q1 | $282K | Buy |
+3,719
| New | +$299K | 0.03% | 126 |
|
|
2021
Q4 | – | Sell |
-3,528
| Closed | -$265K | – | 97 |
|
|
2021
Q3 | $257K | Sell |
3,528
-191
| -5% | -$14.6K | 0.02% | 112 |
|
|
2021
Q2 | $273K | Hold |
3,719
| – | – | 0.03% | 111 |
|
|
2021
Q1 | $282K | Sell |
3,719
-225
| -6% | -$16.3K | 0.03% | 107 |
|
|
2020
Q4 | $296K | Hold |
3,944
| – | – | 0.03% | 104 |
|
|
2020
Q3 | $311K | Buy |
+3,944
| New | +$310K | 0.04% | 96 |
|
|
2016
Q3 | – | Sell |
-30,600
| Closed | -$2.38M | – | 75 |
|
|
2016
Q2 | $2.38M | Sell |
30,600
-3,095
| -9% | -$225K | 0.71% | 59 |
|
|
2016
Q1 | $2.53M | Sell |
33,695
-919
| -3% | -$65K | 0.77% | 58 |
|
|
2015
Q4 | $2.34M | Sell |
34,614
-222
| -0.6% | -$15.3K | 0.73% | 63 |
|
|
2015
Q3 | $2.45M | Sell |
34,836
-349
| -1% | -$24.5K | 0.78% | 60 |
|
|
2015
Q2 | $2.35M | Sell |
35,185
-500
| -1% | -$35.2K | 0.7% | 65 |
|
|
2015
Q1 | $2.53M | Sell |
35,685
-1,954
| -5% | -$145K | 0.74% | 62 |
|
|
2014
Q4 | $2.89M | Sell |
37,639
-50
| -0.1% | -$3.62K | 0.86% | 53 |
|
|
2014
Q3 | $2.6M | Sell |
37,689
-325
| -0.9% | -$22.4K | 0.83% | 54 |
|
|
2014
Q2 | $2.72M | Sell |
38,014
-2,150
| -5% | -$151K | 0.85% | 52 |
|
|
2014
Q1 | $2.85M | Sell |
40,164
-5,875
| -13% | -$401K | 0.97% | 48 |
|
|
2013
Q4 | $2.98M | Sell |
46,039
-4,155
| -8% | -$267K | 1.01% | 46 |
|
|
2013
Q3 | $3.14M | Buy |
50,194
+3,360
| +7% | +$199K | 1.24% | 39 |
|
|
2013
Q2 | $2.66M | Buy |
+46,834
| New | +$2.74M | 1.15% | 44 |
|
Other funds holding D
Baltimore-Washington Financial Advisors's D Position: Q2 2026 in Review
Baltimore-Washington Financial Advisors increased its Dominion Energy (D) stake by 0.42% in Q2 2026, buying an estimated $3.19K and bringing the position to 11,731 shares worth $801K. The position accounts for 0.03% of the portfolio, ranked #107.
Baltimore-Washington Financial Advisors first reported a position in D in Q2 2013 and has held it in 36 quarters since. The position peaked at $3.14M in Q3 2013. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Baltimore-Washington Financial Advisors held 11,731 shares of Dominion Energy worth $801K as of Q2 2026.
- Baltimore-Washington Financial Advisors bought 49 Dominion Energy shares in Q2 2026, an estimated $3.19K.
- Dominion Energy made up 0.03% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #107 holding.
- Baltimore-Washington Financial Advisors first reported a position in Dominion Energy in Q2 2013 and has held it in 36 quarters since.
- Baltimore-Washington Financial Advisors's Dominion Energy position peaked at $3.14M in Q3 2013.
- 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.