Bartlett & Co Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $170K | Buy |
2,700
+8
| +0.3% | +$494 | ﹤0.01% | 487 |
|
|
2025
Q4 | $158K | Buy |
2,692
+193
| +8% | +$11.6K | ﹤0.01% | 484 |
|
|
2025
Q3 | $153K | Buy |
2,499
+68
| +3% | +$4.04K | ﹤0.01% | 486 |
|
|
2025
Q2 | $137K | Sell |
2,431
-1
| -0% | -$55 | ﹤0.01% | 489 |
|
|
2025
Q1 | $136K | Sell |
2,432
-832
| -25% | -$45.8K | ﹤0.01% | 491 |
|
|
2024
Q4 | $176K | Sell |
3,264
-2,722
| -45% | -$155K | ﹤0.01% | 462 |
|
|
2024
Q3 | $346K | Hold |
5,986
| – | – | 0.01% | 380 |
|
|
2024
Q2 | $293K | Sell |
5,986
-74
| -1% | -$3.77K | ﹤0.01% | 398 |
|
|
2024
Q1 | $298K | Sell |
6,060
-46
| -0.8% | -$2.15K | ﹤0.01% | 403 |
|
|
2023
Q4 | $287K | Sell |
6,106
-500
| -8% | -$22.3K | ﹤0.01% | 423 |
|
|
2023
Q3 | $295K | Sell |
6,606
-1,243
| -16% | -$61.7K | 0.01% | 402 |
|
|
2023
Q2 | $407K | Buy |
7,849
+1,330
| +20% | +$72.3K | 0.01% | 368 |
|
|
2023
Q1 | $364K | Sell |
6,519
-1,335
| -17% | -$78.1K | 0.01% | 315 |
|
|
2022
Q4 | $482K | Sell |
7,854
-173
| -2% | -$10.9K | 0.01% | 297 |
|
|
2022
Q3 | $555K | Sell |
8,027
-26
| -0.3% | -$2.1K | 0.01% | 270 |
|
|
2022
Q2 | $643K | Buy |
8,053
+47
| +0.6% | +$3.88K | 0.01% | 251 |
|
|
2022
Q1 | $680K | Sell |
8,006
-325
| -4% | -$26.1K | 0.01% | 263 |
|
|
2021
Q4 | $654K | Buy |
8,331
+150
| +2% | +$11.3K | 0.01% | 271 |
|
|
2021
Q3 | $597K | Sell |
8,181
-3,760
| -31% | -$287K | 0.01% | 244 |
|
|
2021
Q2 | $879K | Buy |
11,941
+686
| +6% | +$52.9K | 0.02% | 217 |
|
|
2021
Q1 | $855K | Sell |
11,255
-2,319
| -17% | -$168K | 0.02% | 213 |
|
|
2020
Q4 | $1.02M | Sell |
13,574
-8,436
| -38% | -$670K | 0.02% | 199 |
|
|
2020
Q3 | $1.74M | Buy |
22,010
+2,539
| +13% | +$199K | 0.04% | 163 |
|
|
2020
Q2 | $1.58M | Sell |
19,471
-103
| -0.5% | -$8.26K | 0.04% | 166 |
|
|
2020
Q1 | $1.41M | Hold |
19,574
| – | – | 0.04% | 173 |
|
|
2019
Q4 | $1.62M | Sell |
19,574
-448
| -2% | -$36.6K | 0.04% | 182 |
|
|
2019
Q3 | $1.62M | Buy |
20,022
+17,646
| +743% | +$1.36M | 0.04% | 180 |
|
|
2019
Q2 | $184K | Hold |
2,376
| – | – | 0.01% | 262 |
|
|
2019
Q1 | $182K | Hold |
2,376
| – | – | 0.01% | 259 |
|
|
2018
Q4 | $170K | Hold |
2,376
| – | – | 0.01% | 261 |
|
|
2018
Q3 | $167K | Hold |
2,376
| – | – | 0.01% | 273 |
|
|
2018
Q2 | $162K | Sell |
2,376
-70
| -3% | -$4.56K | 0.01% | 270 |
|
|
2018
Q1 | $165K | Buy |
+2,446
| New | +$181K | 0.01% | 270 |
|
Other funds holding D
VCM
VPM
Bartlett & Co Wealth Management's D Position: Q1 2026 in Review
Bartlett & Co Wealth Management increased its Dominion Energy (D) stake by 0.3% in Q1 2026, buying an estimated $494 and bringing the position to 2,700 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #487.
Bartlett & Co Wealth Management first reported a position in D in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.74M in Q3 2020. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.
- Bartlett & Co Wealth Management held 2,700 shares of Dominion Energy worth $170K as of Q1 2026.
- Bartlett & Co Wealth Management bought 8 Dominion Energy shares in Q1 2026, an estimated $494.
- Dominion Energy made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #487 holding.
- Bartlett & Co Wealth Management first reported a position in Dominion Energy in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Dominion Energy position peaked at $1.74M in Q3 2020.
- 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.