BIAS
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Beacon Investment Advisory Services’s Dominion Energy D Stock Holding History

Beacon Investment Advisory Services’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 		$42.3K Hold
620
– – ﹤0.01% 456
2026
Q1 		$38.3K Buy
+620
New +$38.3K ﹤0.01% 472
2022
Q3 		– Sell
-2,800
Closed -$223K – 276
2022
Q2 		$223K Hold
2,800
– – 0.01% 266
2022
Q1 		$238K Sell
2,800
-114
-4% -$9.16K 0.01% 274
2021
Q4 		$229K Sell
2,914
-1,386
-32% -$104K 0.01% 284
2021
Q3 		$314K Buy
4,300
+1,400
+48% +$107K 0.01% 252
2021
Q2 		$213K Sell
2,900
-2,004
-41% -$155K 0.01% 292
2021
Q1 		$373K Sell
4,904
-25
-0.5% -$1.82K 0.02% 229
2020
Q4 		$371K Sell
4,929
-269
-5% -$21.4K 0.02% 210
2020
Q3 		$410K Sell
5,198
-43,100
-89% -$3.39M 0.02% 183
2020
Q2 		$3.92M Buy
48,298
+1,185
+3% +$95K 0.22% 85
2020
Q1 		$3.4M Sell
47,113
-1,152
-2% -$94.1K 0.24% 84
2019
Q4 		$4M Buy
48,265
+1,034
+2% +$84.5K 0.21% 98
2019
Q3 		$3.83M Buy
47,231
+1,746
+4% +$135K 0.38% 67
2019
Q2 		$3.52M Sell
45,485
-4,480
-9% -$341K 0.37% 73
2019
Q1 		$3.83M Buy
49,965
+4,344
+10% +$317K 0.41% 70
2018
Q4 		$3.26M Sell
45,621
-2,616
-5% -$191K 0.36% 71
2018
Q3 		$3.39M Buy
48,237
+217
+0.5% +$15.4K 0.33% 75
2018
Q2 		$3.27M Buy
48,020
+9,813
+26% +$639K 0.33% 77
2018
Q1 		$2.58M Sell
38,207
-482
-1% -$35.6K 0.27% 88
2017
Q4 		$3.14M Sell
38,689
-7,359
-16% -$596K 0.33% 80
2017
Q3 		$3.54M Buy
+46,048
New +$3.58M 0.3% 88

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Beacon Investment Advisory Services's D Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Dominion Energy (D) position steady in Q2 2026 at 620 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Beacon Investment Advisory Services first reported a position in D in Q3 2017 and has held it in 22 quarters since. The position peaked at $4M in Q4 2019. 452 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Beacon Investment Advisory Services held 620 shares of Dominion Energy worth $42.3K as of Q2 2026.
  • Beacon Investment Advisory Services left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #456 holding.
  • Beacon Investment Advisory Services first reported a position in Dominion Energy in Q3 2017 and has held it in 22 quarters since.
  • Beacon Investment Advisory Services's Dominion Energy position peaked at $4M in Q4 2019.
  • 452 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.