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Beacon Investment Advisors’s Dominion Energy D Stock Holding History

Beacon Investment 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
Q1 		$457K Buy
7,400
+14
+0.2% +$865 0.17% 117
2025
Q4 		$433K Buy
+7,386
New +$445K 0.17% 112
2023
Q2 		– Sell
-4,103
Closed -$229K – 128
2023
Q1 		$229K Sell
4,103
-7
-0.2% -$410 0.17% 118
2022
Q4 		$252K Buy
+4,110
New +$258K 0.21% 111

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Investment Advisors's D Position: Q1 2026 in Review

Beacon Investment Advisors increased its Dominion Energy (D) stake by 0.19% in Q1 2026, buying an estimated $865 and bringing the position to 7,400 shares worth $457K. The position accounts for 0.17% of the portfolio, ranked #117.

Beacon Investment Advisors first reported a position in D in Q4 2022 and has held it in 4 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Beacon Investment Advisors held 7,400 shares of Dominion Energy worth $457K as of Q1 2026.
  • Beacon Investment Advisors bought 14 Dominion Energy shares in Q1 2026, an estimated $865.
  • Dominion Energy made up 0.17% of Beacon Investment Advisors's portfolio in Q1 2026, its #117 holding.
  • Beacon Investment Advisors first reported a position in Dominion Energy in Q4 2022 and has held it in 4 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.