BFS
D icon

Beacon Financial Strategies’s Dominion Energy D Stock Holding History

Beacon Financial Strategies’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 		$32.8K Buy
480
+350
+269% +$22.8K 0.02% 127
2026
Q1 		$8.04K Hold
130
– – ﹤0.01% 141
2025
Q4 		$7.62K Buy
+130
New +$7.83K ﹤0.01% 146

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

Beacon Financial Strategies's D Position: Q2 2026 in Review

Beacon Financial Strategies increased its Dominion Energy (D) stake by 269% in Q2 2026, buying an estimated $22.8K and bringing the position to 480 shares worth $32.8K. The position accounts for 0.02% of the portfolio, ranked #127.

Beacon Financial Strategies 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.

  • Beacon Financial Strategies held 480 shares of Dominion Energy worth $32.8K as of Q2 2026.
  • Beacon Financial Strategies bought 350 Dominion Energy shares in Q2 2026, an estimated $22.8K.
  • Dominion Energy made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #127 holding.
  • Beacon Financial Strategies 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 Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.