BHWM
D icon

Bay Harbor Wealth Management’s Dominion Energy D Stock Holding History

Bay Harbor Wealth Management’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 		$8.2K Buy
120
+27
+29% +$1.76K ﹤0.01% 326
2026
Q1 		$5.75K Buy
93
+31
+50% +$1.92K ﹤0.01% 315
2025
Q4 		$3.63K Buy
62
+19
+44% +$1.15K ﹤0.01% 342
2025
Q3 		$2.63K Buy
43
+15
+54% +$892 ﹤0.01% 317
2025
Q2 		$1.58K Buy
28
+10
+56% +$548 ﹤0.01% 358
2025
Q1 		$1.01K Buy
+18
New +$990 ﹤0.01% 296
2021
Q4 		– Sell
-46
Closed -$3K – 168
2021
Q3 		$3K Sell
46
-126
-73% -$9.61K ﹤0.01% 171
2021
Q2 		$13K Sell
172
-265
-61% -$20.5K 0.01% 167
2021
Q1 		$33K Sell
437
-323
-43% -$23.5K 0.02% 161
2020
Q4 		$57K Sell
760
-647
-46% -$51.4K 0.03% 148
2020
Q3 		$111K Sell
1,407
-2,514
-64% -$197K 0.06% 113
2020
Q2 		$318K Sell
3,921
-238
-6% -$19.1K 0.17% 69
2020
Q1 		$300K Sell
4,159
-182
-4% -$14.9K 0.18% 61
2019
Q4 		$360K Sell
4,341
-13
-0.3% -$1.06K 0.19% 69
2019
Q3 		$353K Sell
4,354
-683
-14% -$52.8K 0.21% 62
2019
Q2 		$389K Sell
5,037
-185
-4% -$14.1K 0.24% 61
2019
Q1 		$400K Buy
5,222
+351
+7% +$25.6K 0.27% 61
2018
Q4 		$348K Buy
+4,871
New +$356K 0.28% 65

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

Bay Harbor Wealth Management's D Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Dominion Energy (D) stake by 29% in Q2 2026, buying an estimated $1.76K and bringing the position to 120 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Bay Harbor Wealth Management first reported a position in D in Q4 2018 and has held it in 18 quarters since. The position peaked at $400K in Q1 2019. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Bay Harbor Wealth Management held 120 shares of Dominion Energy worth $8.2K as of Q2 2026.
  • Bay Harbor Wealth Management bought 27 Dominion Energy shares in Q2 2026, an estimated $1.76K.
  • Dominion Energy made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #326 holding.
  • Bay Harbor Wealth Management first reported a position in Dominion Energy in Q4 2018 and has held it in 18 quarters since.
  • Bay Harbor Wealth Management's Dominion Energy position peaked at $400K in Q1 2019.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.