Bare Financial Services’s Dominion Energy D Stock Holding History

Bare 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
2026 Q2	$33K	Buy	483 +60	+14%	+$3.9K	0.01%	140
2026 Q1	$26.1K	Buy	423 +40	+10%	+$2.47K	0.01%	114
2025 Q4	$22.4K	Buy	383 +12	+3%	+$723	0.01%	120
2025 Q3	$22.7K	Hold	371	–	–	0.01%	118
2025 Q2	$21K	Buy	371 +89	+32%	+$4.88K	0.01%	108
2025 Q1	$15.8K	Hold	282	–	–	0.01%	96
2024 Q4	$15.2K	Hold	282	–	–	0.01%	92
2024 Q3	$16.3K	Hold	282	–	–	0.01%	89
2024 Q2	$15.1K	Hold	282	–	–	0.01%	89
2024 Q1	$14.4K	Hold	282	–	–	0.01%	82
2023 Q4	$13.3K	Buy	+282	New	+$12.6K	0.03%	70

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

Bare Financial Services's D Position: Q2 2026 in Review

Bare Financial Services increased its Dominion Energy (D) stake by 14% in Q2 2026, buying an estimated $3.9K and bringing the position to 483 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #140.

Bare Financial Services first reported a position in D in Q4 2023 and has held it in 11 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

Bare Financial Services held 483 shares of Dominion Energy worth $33K as of Q2 2026.
Bare Financial Services bought 60 Dominion Energy shares in Q2 2026, an estimated $3.9K.
Dominion Energy made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #140 holding.
Bare Financial Services first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.