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 Q2	$3.1M	Sell	45,391 -167	-0.4%	-$10.9K	0.57%	54
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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beck Capital Management's D Position: Q2 2026 in Review

Beck Capital Management reduced its Dominion Energy (D) stake by 0.37% in Q2 2026, selling an estimated $10.9K and leaving 45,391 shares worth $3.1M. The position accounts for 0.57% of the portfolio, ranked #54.

Beck Capital Management first reported a position in D in Q1 2016 and has held it in 14 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Beck Capital Management held 45,391 shares of Dominion Energy worth $3.1M as of Q2 2026.
Beck Capital Management sold 167 Dominion Energy shares in Q2 2026, an estimated $10.9K.
Dominion Energy made up 0.57% of Beck Capital Management's portfolio in Q2 2026, its #54 holding.
Beck Capital Management first reported a position in Dominion Energy in Q1 2016 and has held it in 14 quarters since.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Beck Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.