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Beaird Harris Wealth Management’s Dominion Energy D Stock Holding History

Beaird Harris Wealth Management’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 		$4.23K Hold
62
– – ﹤0.01% 458
2026
Q1 		$3.83K Hold
62
– – ﹤0.01% 439
2025
Q4 		$3.63K Hold
62
– – ﹤0.01% 464
2025
Q3 		$3.79K Buy
62
+28
+82% +$1.67K ﹤0.01% 450
2025
Q2 		$1.92K Buy
+34
New +$1.86K ﹤0.01% 496
2024
Q3 		– Sell
-50
Closed -$2.45K – 567
2024
Q2 		$2.45K Hold
50
– – ﹤0.01% 511
2024
Q1 		$2.46K Hold
50
– – ﹤0.01% 448
2023
Q4 		$2.35K Hold
50
– – ﹤0.01% 445
2023
Q3 		$2.23K Hold
50
– – ﹤0.01% 355
2023
Q2 		$2.59K Hold
50
– – ﹤0.01% 361
2023
Q1 		$2.8K Hold
50
– – ﹤0.01% 355
2022
Q4 		$3.07K Hold
50
– – ﹤0.01% 506
2022
Q3 		$3K Sell
50
-65
-57% -$5.25K ﹤0.01% 370
2022
Q2 		$9K Buy
115
+65
+130% +$5.37K ﹤0.01% 253
2022
Q1 		$4K Sell
50
-59
-54% -$4.74K ﹤0.01% 445
2021
Q4 		$9K Buy
+109
New +$8.2K ﹤0.01% 412

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Beaird Harris Wealth Management's D Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Dominion Energy (D) position steady in Q2 2026 at 62 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Beaird Harris Wealth Management first reported a position in D in Q4 2021 and has held it in 16 quarters since. The position peaked at $9K in Q2 2022. 251 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Beaird Harris Wealth Management held 62 shares of Dominion Energy worth $4.23K as of Q2 2026.
  • Beaird Harris Wealth Management left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #458 holding.
  • Beaird Harris Wealth Management first reported a position in Dominion Energy in Q4 2021 and has held it in 16 quarters since.
  • Beaird Harris Wealth Management's Dominion Energy position peaked at $9K in Q2 2022.
  • 251 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.