BOJHT
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Bank of Jackson Hole Trust’s Dominion Energy D Stock Holding History

Bank of Jackson Hole Trust’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 		– Sell
-1,092
Closed -$67.5K – 110
2026
Q1 		$67.5K Hold
1,092
– – 0.03% 217
2025
Q4 		$64K Hold
1,092
– – 0.03% 219
2025
Q3 		$66.8K Hold
1,092
– – 0.03% 214
2025
Q2 		$61.7K Hold
1,092
– – 0.04% 217
2025
Q1 		$61.8K Hold
1,092
– – 0.04% 211
2024
Q4 		$58.8K Buy
+1,092
New +$62.3K 0.04% 206

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State Street
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Vanguard Portfolio Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Jackson Hole Trust's D Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of Dominion Energy (D) in Q2 2026, closing a stake of 1,092 shares — an estimated $67.5K sold.

Bank of Jackson Hole Trust first reported a position in D in Q4 2024 and held it in 6 quarters. The position peaked at $67.5K in Q1 2026. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 1,092 Dominion Energy shares in Q2 2026, an estimated $67.5K.
  • Bank of Jackson Hole Trust first reported a position in Dominion Energy in Q4 2024 and held it in 6 quarters.
  • Bank of Jackson Hole Trust's Dominion Energy position peaked at $67.5K in Q1 2026.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.