BIA
D icon

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
Q2 		$506K Buy
7,410
+10
+0.1% +$650 0.16% 115
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

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 Investment Advisors's D Position: Q2 2026 in Review

Beacon Investment Advisors increased its Dominion Energy (D) stake by 0.14% in Q2 2026, buying an estimated $650 and bringing the position to 7,410 shares worth $506K. The position accounts for 0.16% of the portfolio, ranked #115.

Beacon Investment Advisors first reported a position in D in Q4 2022 and has held it in 5 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Beacon Investment Advisors held 7,410 shares of Dominion Energy worth $506K as of Q2 2026.
  • Beacon Investment Advisors bought 10 Dominion Energy shares in Q2 2026, an estimated $650.
  • Dominion Energy made up 0.16% of Beacon Investment Advisors's portfolio in Q2 2026, its #115 holding.
  • Beacon Investment Advisors first reported a position in Dominion Energy in Q4 2022 and has held it in 5 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.