Bard Financial Services’s Dominion Energy D Stock Holding History

Bard Financial Services’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
2025 Q1	–	Sell	-4,100	Closed	-$221K	–	208
2024 Q4	$221K	Sell	4,100 -5,900	-59%	-$337K	0.03%	182
2024 Q3	$578K	Sell	10,000 -3,000	-23%	-$164K	0.07%	140
2024 Q2	$637K	Hold	13,000	–	–	0.07%	140
2024 Q1	$639K	Sell	13,000 -10,000	-43%	-$467K	0.07%	136
2023 Q4	$1.08M	Buy	23,000 +2,400	+12%	+$107K	0.12%	112
2023 Q3	$920K	Sell	20,600 -450	-2%	-$22.3K	0.11%	115
2023 Q2	$1.09M	Sell	21,050 -2,500	-11%	-$136K	0.08%	165
2023 Q1	$1.32M	Sell	23,550 -345	-1%	-$20.2K	0.11%	144
2022 Q4	$1.47M	Buy	23,895 +7,020	+42%	+$441K	0.12%	131
2022 Q3	$1.17M	Hold	16,875	–	–	0.11%	139
2022 Q2	$1.35M	Hold	16,875	–	–	0.12%	131
2022 Q1	$1.43M	Sell	16,875 -2,050	-11%	-$165K	0.12%	124
2021 Q4	$1.49M	Hold	18,925	–	–	0.12%	124
2021 Q3	$1.38M	Buy	18,925 +1,450	+8%	+$111K	0.12%	128
2021 Q2	$1.29M	Sell	17,475 -1,075	-6%	-$83K	0.11%	129
2021 Q1	$1.41M	Sell	18,550 -1,900	-9%	-$138K	0.14%	120
2020 Q4	$1.54M	Buy	+20,450	New	+$1.62M	0.15%	115

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bard Financial Services's D Position: Q1 2025 in Review

Bard Financial Services sold out of Dominion Energy (D) in Q1 2025, closing a stake of 4,100 shares — an estimated $221K sold.

Bard Financial Services first reported a position in D in Q4 2020 and held it in 17 quarters. The position peaked at $1.54M in Q4 2020. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

Bard Financial Services reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
Bard Financial Services sold 4,100 Dominion Energy shares in Q1 2025, an estimated $221K.
Bard Financial Services first reported a position in Dominion Energy in Q4 2020 and held it in 17 quarters.
Bard Financial Services's Dominion Energy position peaked at $1.54M in Q4 2020.
1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Bard Financial Services's 13F filing for Q1 2025, filed 15 Apr 2025.