BFIC
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Bedell Frazier Investment Counselling’s Dominion Energy D Stock Holding History

Bedell Frazier Investment Counselling’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 		$251K Buy
+4,060
New +$251K 0.05% 118
2023
Q4 		– Sell
-5,355
Closed -$239K – 90
2023
Q3 		$239K Sell
5,355
-120
-2% -$5.96K 0.07% 83
2023
Q2 		$284K Sell
5,475
-3,580
-40% -$195K 0.08% 80
2023
Q1 		$506K Sell
9,055
-50
-0.5% -$2.93K 0.15% 70
2022
Q4 		$558K Sell
9,105
-3,035
-25% -$191K 0.15% 72
2022
Q3 		$839K Buy
+12,140
New +$980K 0.24% 58

Other funds holding D

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bedell Frazier Investment Counselling's D Position: Q1 2026 in Review

Bedell Frazier Investment Counselling opened a new position in Dominion Energy (D) in Q1 2026: 4,060 shares worth $251K. The stake represents 0.05% of the portfolio and ranks #118 among its holdings. This is a return to the name: Bedell Frazier Investment Counselling previously reported a position in D as recently as Q3 2023.

Bedell Frazier Investment Counselling first reported a position in D in Q3 2022 and has held it in 6 quarters since. The position peaked at $839K in Q3 2022. 1,486 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Bedell Frazier Investment Counselling held 4,060 shares of Dominion Energy worth $251K as of Q1 2026.
  • Dominion Energy was a new Bedell Frazier Investment Counselling position in Q1 2026.
  • Dominion Energy made up 0.05% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #118 holding.
  • Bedell Frazier Investment Counselling first reported a position in Dominion Energy in Q3 2022 and has held it in 6 quarters since.
  • Bedell Frazier Investment Counselling's Dominion Energy position peaked at $839K in Q3 2022.
  • 1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.