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BCGM Wealth Management’s Dominion Energy D Stock Holding History

BCGM 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 		$806K Buy
11,801
+364
+3% +$23.7K 0.17% 97
2026
Q1 		$707K Sell
11,437
-328
-3% -$20.3K 0.18% 96
2025
Q4 		$689K Sell
11,765
-11
-0.1% -$663 0.18% 93
2025
Q3 		$720K Sell
11,776
-848
-7% -$50.4K 0.19% 95
2025
Q2 		$714K Buy
12,624
+404
+3% +$22.1K 0.2% 87
2025
Q1 		$685K Buy
12,220
+1,388
+13% +$76.3K 0.21% 86
2024
Q4 		$583K Sell
10,832
-896
-8% -$51.1K 0.19% 90
2024
Q3 		$678K Buy
11,728
+119
+1% +$6.5K 0.22% 84
2024
Q2 		$569K Sell
11,609
-1,610
-12% -$82K 0.2% 90
2024
Q1 		$650K Sell
13,219
-621
-4% -$29K 0.23% 78
2023
Q4 		$650K Buy
13,840
+1,526
+12% +$68.1K 0.26% 66
2023
Q3 		$550K Buy
12,314
+2,746
+29% +$136K 0.25% 67
2023
Q2 		$496K Buy
9,568
+868
+10% +$47.2K 0.22% 70
2023
Q1 		$486K Buy
+8,700
New +$509K 0.25% 67
2022
Q4 		– Sell
-2,919
Closed -$201K – 109
2022
Q3 		$201K Sell
2,919
-790
-21% -$63.8K 0.1% 107
2022
Q2 		$304K Sell
3,709
-363
-9% -$30K 0.15% 85
2022
Q1 		$332K Sell
4,072
-6,336
-61% -$509K 0.18% 82
2021
Q4 		$818K Buy
10,408
+428
+4% +$32.2K 0.44% 53
2021
Q3 		$758K Buy
9,980
+708
+8% +$54K 0.42% 56
2021
Q2 		$694K Buy
9,272
+784
+9% +$60.5K 0.41% 56
2021
Q1 		$680K Buy
8,488
+1,326
+19% +$96.3K 0.46% 50
2020
Q4 		$515K Buy
+7,162
New +$569K 0.36% 49

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

BCGM Wealth Management's D Position: Q2 2026 in Review

BCGM Wealth Management increased its Dominion Energy (D) stake by 3.2% in Q2 2026, buying an estimated $23.7K and bringing the position to 11,801 shares worth $806K. The position accounts for 0.17% of the portfolio, ranked #97.

BCGM Wealth Management first reported a position in D in Q4 2020 and has held it in 22 quarters since. The position peaked at $818K in Q4 2021. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • BCGM Wealth Management held 11,801 shares of Dominion Energy worth $806K as of Q2 2026.
  • BCGM Wealth Management bought 364 Dominion Energy shares in Q2 2026, an estimated $23.7K.
  • Dominion Energy made up 0.17% of BCGM Wealth Management's portfolio in Q2 2026, its #97 holding.
  • BCGM Wealth Management first reported a position in Dominion Energy in Q4 2020 and has held it in 22 quarters since.
  • BCGM Wealth Management's Dominion Energy position peaked at $818K in Q4 2021.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.