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Beacon Pointe Advisors’s Dominion Energy D Stock Holding History

Beacon Pointe 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 		$2.97M Buy
48,087
+30,206
+169% +$1.87M 0.02% 621
2025
Q4 		$1.05M Buy
17,881
+993
+6% +$59.8K 0.01% 822
2025
Q3 		$1.03M Buy
16,888
+173
+1% +$10.3K 0.01% 751
2025
Q2 		$945K Sell
16,715
-2,572
-13% -$141K 0.01% 687
2025
Q1 		$1.08M Buy
19,287
+2,685
+16% +$148K 0.01% 618
2024
Q4 		$894K Sell
16,602
-5,519
-25% -$315K 0.01% 662
2024
Q3 		$1.28M Buy
22,121
+4,001
+22% +$219K 0.01% 566
2024
Q2 		$888K Sell
18,120
-7,040
-28% -$359K 0.01% 678
2024
Q1 		$1.24M Sell
25,160
-12,305
-33% -$575K 0.01% 631
2023
Q4 		$1.76M Sell
37,465
-3,059
-8% -$137K 0.02% 513
2023
Q3 		$1.81M Buy
40,524
+168
+0.4% +$8.34K 0.02% 475
2023
Q2 		$2.09M Sell
40,356
-5,332
-12% -$290K 0.03% 363
2023
Q1 		$2.55M Sell
45,688
-4,434
-9% -$259K 0.04% 341
2022
Q4 		$3.07M Buy
50,122
+7,708
+18% +$484K 0.06% 275
2022
Q3 		$2.93M Sell
42,414
-955
-2% -$77.1K 0.07% 243
2022
Q2 		$3.47M Sell
43,369
-23,086
-35% -$1.91M 0.07% 235
2022
Q1 		$5.65M Buy
66,455
+39,902
+150% +$3.2M 0.08% 232
2021
Q4 		$2.09M Sell
26,553
-7,976
-23% -$600K 0.05% 254
2021
Q3 		$2.52M Buy
34,529
+17,644
+104% +$1.35M 0.06% 251
2021
Q2 		$1.24M Buy
16,885
+12,959
+330% +$1M 0.04% 295
2021
Q1 		$300K Buy
+3,926
New +$285K 0.02% 387
2020
Q3 		– Sell
-6,047
Closed -$490K – 405
2020
Q2 		$490K Buy
+6,047
New +$485K 0.05% 231

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 Pointe Advisors's D Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Dominion Energy (D) stake by 169% in Q1 2026, buying an estimated $1.87M and bringing the position to 48,087 shares worth $2.97M. The position accounts for 0.02% of the portfolio, ranked #621.

Beacon Pointe Advisors first reported a position in D in Q2 2020 and has held it in 22 quarters since. The position peaked at $5.65M in Q1 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Beacon Pointe Advisors held 48,087 shares of Dominion Energy worth $2.97M as of Q1 2026.
  • Beacon Pointe Advisors bought 30,206 Dominion Energy shares in Q1 2026, an estimated $1.87M.
  • Dominion Energy made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #621 holding.
  • Beacon Pointe Advisors first reported a position in Dominion Energy in Q2 2020 and has held it in 22 quarters since.
  • Beacon Pointe Advisors's Dominion Energy position peaked at $5.65M in Q1 2022.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.