Beck Capital Management’s Dominion Energy D Stock Holding History

Beck Capital 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 Q1	$2.82M	Sell	45,558 -471	-1%	-$29.1K	0.64%	52
2025 Q4	$2.7M	Sell	46,029 -201	-0.4%	-$12.1K	0.64%	53
2025 Q3	$2.83M	Buy	46,230 +1,078	+2%	+$64.1K	0.65%	53
2025 Q2	$2.55M	Buy	45,152 +1,107	+3%	+$60.7K	0.64%	54
2025 Q1	$2.47M	Sell	44,045 -308	-0.7%	-$16.9K	0.73%	54
2024 Q4	$2.39M	Sell	44,353 -109	-0.2%	-$6.22K	0.63%	53
2024 Q3	$2.57M	Buy	44,462 +728	+2%	+$39.8K	0.69%	54
2024 Q2	$2.14M	Buy	+43,734	New	+$2.23M	0.59%	61
2020 Q1	–	Sell	-3,930	Closed	-$325K	–	75
2019 Q4	$325K	Buy	3,930 +580	+17%	+$47.4K	0.16%	84
2019 Q3	$271K	Buy	+3,350	New	+$259K	0.15%	78
2018 Q2	–	Sell	-4,395	Closed	-$204K	–	99
2018 Q1	$204K	Buy	+4,395	New	+$325K	0.09%	108
2016 Q3	–	Sell	-5,529	Closed	-$431K	–	105
2016 Q2	$431K	Buy	5,529 +1,969	+55%	+$143K	0.27%	74
2016 Q1	$267K	Buy	+3,560	New	+$252K	0.18%	80

Other funds holding D

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 $1.47T AUM 27.86% 1-Year Est. Return

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