BHWM
D icon

Bar Harbor Wealth Management’s Dominion Energy D Stock Holding History

Bar Harbor Wealth Management’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 		$4.13M Sell
60,496
-13
-0% -$845 0.22% 91
2026
Q1 		$3.74M Buy
60,509
+501
+0.8% +$30.9K 0.22% 97
2025
Q4 		$3.52M Buy
60,008
+2,222
+4% +$134K 0.2% 98
2025
Q3 		$3.53M Buy
57,786
+4,621
+9% +$275K 0.21% 97
2025
Q2 		$3M Buy
53,165
+9,594
+22% +$526K 0.19% 106
2025
Q1 		$2.44M Buy
43,571
+30,716
+239% +$1.69M 0.16% 115
2024
Q4 		$692K Sell
12,855
-403
-3% -$23K 0.05% 154
2024
Q3 		$766K Sell
13,258
-239
-2% -$13.1K 0.05% 162
2024
Q2 		$661K Sell
13,497
-1,680
-11% -$85.6K 0.04% 169
2024
Q1 		$747K Sell
15,177
-3,233
-18% -$151K 0.05% 163
2023
Q4 		$865K Sell
18,410
-37,561
-67% -$1.68M 0.06% 150
2023
Q3 		$2.5M Sell
55,971
-337
-0.6% -$16.7K 0.2% 104
2023
Q2 		$2.92M Buy
56,308
+7,194
+15% +$391K 0.22% 98
2023
Q1 		$2.75M Buy
49,114
+5,970
+14% +$349K 0.22% 99
2022
Q4 		$2.65M Buy
43,144
+4,139
+11% +$260K 0.21% 99
2022
Q3 		$2.7M Buy
39,005
+3,199
+9% +$258K 0.23% 95
2022
Q2 		$2.86M Buy
35,806
+12,154
+51% +$1M 0.23% 98
2022
Q1 		$2.01M Buy
23,652
+14,358
+154% +$1.15M 0.18% 92
2021
Q4 		$730K Sell
9,294
-665
-7% -$50K 0.06% 138
2021
Q3 		$727K Sell
9,959
-1,481
-13% -$113K 0.07% 135
2021
Q2 		$842K Sell
11,440
-278
-2% -$21.5K 0.08% 132
2021
Q1 		$890K Sell
11,718
-238
-2% -$17.3K 0.09% 129
2020
Q4 		$899K Sell
11,956
-758
-6% -$60.2K 0.09% 122
2020
Q3 		$1M Sell
12,714
-844
-6% -$66.3K 0.11% 116
2020
Q2 		$1.1M Sell
13,558
-1,656
-11% -$133K 0.13% 113
2020
Q1 		$1.1M Sell
15,214
-1,080
-7% -$88.2K 0.15% 110
2019
Q4 		$1.35M Sell
16,294
-1,625
-9% -$133K 0.15% 113
2019
Q3 		$1.45M Buy
17,919
+226
+1% +$17.5K 0.17% 115
2019
Q2 		$1.37M Sell
17,693
-225
-1% -$17.1K 0.16% 114
2019
Q1 		$1.37M Sell
17,918
-340
-2% -$24.8K 0.16% 114
2018
Q4 		$1.3M Sell
18,258
-333
-2% -$24.3K 0.17% 105
2018
Q3 		$1.31M Sell
18,591
-656
-3% -$46.4K 0.15% 118
2018
Q2 		$1.31M Sell
19,247
-430
-2% -$28K 0.16% 120
2018
Q1 		$1.33M Sell
19,677
-2,988
-13% -$221K 0.16% 119
2017
Q4 		$1.84M Sell
22,665
-591
-3% -$47.9K 0.21% 96
2017
Q3 		$1.79M Sell
23,256
-1,394
-6% -$108K 0.22% 96
2017
Q2 		$1.89M Sell
24,650
-234
-0.9% -$18.4K 0.23% 92
2017
Q1 		$1.93M Sell
24,884
-607
-2% -$45.9K 0.23% 88
2016
Q4 		$1.95M Sell
25,491
-555
-2% -$40.9K 0.22% 93
2016
Q3 		$1.93M Buy
26,046
+29
+0.1% +$2.21K 0.22% 91
2016
Q2 		$2.03M Buy
26,017
+294
+1% +$21.3K 0.24% 88
2016
Q1 		$1.93M Sell
25,723
-138
-0.5% -$9.76K 0.24% 84
2015
Q4 		$1.75M Buy
25,861
+320
+1% +$22.1K 0.22% 88
2015
Q3 		$1.8M Sell
25,541
-540
-2% -$37.9K 0.24% 88
2015
Q2 		$1.74M Sell
26,081
-458
-2% -$32.2K 0.21% 95
2015
Q1 		$1.88M Sell
26,539
-832
-3% -$61.7K 0.23% 92
2014
Q4 		$2.1M Sell
27,371
-525
-2% -$38K 0.26% 83
2014
Q3 		$1.93M Sell
27,896
-220
-0.8% -$15.2K 0.25% 87
2014
Q2 		$2.01M Sell
28,116
-769
-3% -$53.9K 0.25% 86
2014
Q1 		$2.05M Sell
28,885
-184
-0.6% -$12.6K 0.26% 84
2013
Q4 		$1.88M Sell
29,069
-720
-2% -$46.3K 0.24% 87
2013
Q3 		$1.86M Sell
29,789
-1,640
-5% -$97.3K 0.26% 84
2013
Q2 		$1.79M Buy
+31,429
New +$1.84M 0.26% 84

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Bar Harbor Wealth Management's D Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its Dominion Energy (D) stake by 0.02% in Q2 2026, selling an estimated $845 and leaving 60,496 shares worth $4.13M. The position accounts for 0.22% of the portfolio, ranked #91.

Bar Harbor Wealth Management first reported a position in D in Q2 2013 and has held it in 53 quarters since. 251 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Bar Harbor Wealth Management held 60,496 shares of Dominion Energy worth $4.13M as of Q2 2026.
  • Bar Harbor Wealth Management sold 13 Dominion Energy shares in Q2 2026, an estimated $845.
  • Dominion Energy made up 0.22% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Bar Harbor Wealth Management first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
  • 251 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.