BFS
D icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bare Financial Services's D Position: Q1 2026 in Review

Bare Financial Services increased its Dominion Energy (D) stake by 10% in Q1 2026, buying an estimated $2.47K and bringing the position to 423 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #114.

Bare Financial Services first reported a position in D in Q4 2023 and has held it in 10 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Bare Financial Services held 423 shares of Dominion Energy worth $26.1K as of Q1 2026.
  • Bare Financial Services bought 40 Dominion Energy shares in Q1 2026, an estimated $2.47K.
  • Dominion Energy made up 0.01% of Bare Financial Services's portfolio in Q1 2026, its #114 holding.
  • Bare Financial Services first reported a position in Dominion Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.