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Barrett & Company’s Dominion Energy D Stock Holding History

Barrett & Company’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 		$9.27K Hold
150
– – ﹤0.01% 469
2025
Q4 		$8.79K Hold
150
– – ﹤0.01% 478
2025
Q3 		$7.17K Hold
150
– – ﹤0.01% 498
2025
Q2 		$8.48K Hold
150
– – ﹤0.01% 485
2025
Q1 		$8.41K Hold
150
– – ﹤0.01% 456
2024
Q4 		$8.08K Hold
150
– – ﹤0.01% 450
2024
Q3 		$8.67K Hold
150
– – ﹤0.01% 440
2024
Q2 		$7.35K Hold
150
– – ﹤0.01% 457
2024
Q1 		$7.38K Buy
+150
New +$7.01K ﹤0.01% 460

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

Barrett & Company's D Position: Q1 2026 in Review

Barrett & Company held its Dominion Energy (D) position steady in Q1 2026 at 150 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Barrett & Company first reported a position in D in Q1 2024 and has held it in 9 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Barrett & Company held 150 shares of Dominion Energy worth $9.27K as of Q1 2026.
  • Barrett & Company left its Dominion Energy share count unchanged in Q1 2026.
  • Dominion Energy made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #469 holding.
  • Barrett & Company first reported a position in Dominion Energy in Q1 2024 and has held it in 9 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.