Beacon Capital Management LLC (Tennessee)’s Dominion Energy D Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-1,063	Closed	-$60.1K	–	322
2025 Q2	$60.1K	Buy	1,063 +6	+0.6%	+$329	0.01%	310
2025 Q1	$59.3K	Buy	1,057 +12	+1%	+$660	0.01%	285
2024 Q4	$56.3K	Buy	1,045 +12	+1%	+$685	0.01%	288
2024 Q3	$59.7K	Buy	1,033 +38	+4%	+$2.08K	0.01%	292
2024 Q2	$48.8K	Buy	995 +50	+5%	+$2.55K	0.01%	290
2024 Q1	$46.5K	Buy	945 +909	+2,525%	+$42.5K	0.01%	305
2023 Q4	$1.61K	Hold	36	–	–	﹤0.01%	815
2023 Q3	$1.86K	Hold	36	–	–	﹤0.01%	853
2023 Q2	$1.86K	Hold	36	–	–	﹤0.01%	853
2023 Q1	$2.01K	Hold	36	–	–	﹤0.01%	761
2022 Q4	$2.21K	Hold	36	–	–	﹤0.01%	785
2022 Q3	$3K	Hold	36	–	–	﹤0.01%	667
2022 Q2	$3K	Hold	36	–	–	﹤0.01%	708
2022 Q1	$3K	Buy	+36	New	+$2.89K	﹤0.01%	709

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s D Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Dominion Energy (D) in Q3 2025, closing a stake of 1,063 shares — an estimated $60.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in D in Q1 2022 and held it in 14 quarters. The position peaked at $60.1K in Q2 2025. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 1,063 Dominion Energy shares in Q3 2025, an estimated $60.1K.
Beacon Capital Management LLC (Tennessee) first reported a position in Dominion Energy in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Dominion Energy position peaked at $60.1K in Q2 2025.
1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.