BWA
D icon

Basecamp Wealth Advisors’s Dominion Energy D Stock Holding History

Basecamp Wealth Advisors’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 		$193K Sell
2,825
-39
-1% -$2.54K 0.04% 271
2026
Q1 		$177K Sell
2,864
-100
-3% -$6.18K 0.04% 284
2025
Q4 		$174K Buy
+2,964
New +$179K 0.04% 267

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Basecamp Wealth Advisors's D Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Dominion Energy (D) stake by 1.4% in Q2 2026, selling an estimated $2.54K and leaving 2,825 shares worth $193K. The position accounts for 0.04% of the portfolio, ranked #271.

Basecamp Wealth Advisors first reported a position in D in Q4 2025 and has held it in 3 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Basecamp Wealth Advisors held 2,825 shares of Dominion Energy worth $193K as of Q2 2026.
  • Basecamp Wealth Advisors sold 39 Dominion Energy shares in Q2 2026, an estimated $2.54K.
  • Dominion Energy made up 0.04% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #271 holding.
  • Basecamp Wealth Advisors first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.