BFIM
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Beese Fulmer Investment Management’s Dominion Energy D Stock Holding History

Beese Fulmer Investment 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 		$1.55M Sell
25,078
-21,380
-46% -$1.32M 0.1% 121
2025
Q4 		$1.36M Buy
46,458
+13,253
+40% +$798K 0.09% 125
2025
Q3 		$2.03M Sell
33,205
-1,153
-3% -$68.5K 0.14% 106
2025
Q2 		$1.94M Buy
34,358
+497
+1% +$27.2K 0.14% 106
2025
Q1 		$1.9M Buy
33,861
+249
+0.7% +$13.7K 0.16% 88
2024
Q4 		$1.81M Sell
33,612
-419
-1% -$23.9K 0.15% 90
2024
Q3 		$1.97M Sell
34,031
-2,581
-7% -$141K 0.17% 87
2024
Q2 		$1.79M Sell
36,612
-226
-0.6% -$11.5K 0.16% 89
2024
Q1 		$1.81M Sell
36,838
-1,370
-4% -$64K 0.17% 92
2023
Q4 		$1.8M Sell
38,208
-3,403
-8% -$152K 0.19% 90
2023
Q3 		$1.86M Sell
41,611
-2,380
-5% -$118K 0.21% 88
2023
Q2 		$2.28M Sell
43,991
-1,827
-4% -$99.3K 0.25% 80
2023
Q1 		$2.56M Sell
45,818
-2,139
-4% -$125K 0.29% 78
2022
Q4 		$2.94M Sell
47,957
-802
-2% -$50.4K 0.35% 72
2022
Q3 		$3.37M Buy
48,759
+1,670
+4% +$135K 0.45% 62
2022
Q2 		$3.76M Buy
47,089
+982
+2% +$81.1K 0.48% 62
2022
Q1 		$3.92M Sell
46,107
-1,792
-4% -$144K 0.42% 66
2021
Q4 		$3.76M Sell
47,899
-268
-0.6% -$20.2K 0.39% 69
2021
Q3 		$3.52M Sell
48,167
-120
-0.2% -$9.15K 0.4% 70
2021
Q2 		$3.55M Sell
48,287
-979
-2% -$75.6K 0.4% 71
2021
Q1 		$3.74M Sell
49,266
-700
-1% -$50.8K 0.45% 67
2020
Q4 		$3.76M Sell
49,966
-990
-2% -$78.7K 0.48% 62
2020
Q3 		$4.02M Sell
50,956
-535
-1% -$42K 0.57% 55
2020
Q2 		$4.18M Buy
51,491
+25
+0% +$2K 0.62% 56
2020
Q1 		$3.71M Sell
51,466
-1,726
-3% -$141K 0.66% 53
2019
Q4 		$4.41M Buy
53,192
+1,145
+2% +$93.6K 0.62% 58
2019
Q3 		$4.22M Buy
52,047
+6,000
+13% +$464K 0.63% 59
2019
Q2 		$3.56M Buy
46,047
+100
+0.2% +$7.62K 0.67% 58
2019
Q1 		$3.52M Buy
45,947
+332
+0.7% +$24.2K 0.69% 55
2018
Q4 		$3.26M Hold
45,615
– – 0.73% 53
2018
Q3 		$3.21M Sell
45,615
-332
-0.7% -$23.5K 0.63% 60
2018
Q2 		$3.13M Buy
45,947
+700
+2% +$45.6K 0.66% 58
2018
Q1 		$3.05M Sell
45,247
-162
-0.4% -$12K 0.67% 59
2017
Q4 		$3.68M Sell
45,409
-170
-0.4% -$13.8K 0.79% 52
2017
Q3 		$3.51M Hold
45,579
– – 0.8% 51
2017
Q2 		$3.49M Sell
45,579
-719
-2% -$56.5K 0.83% 48
2017
Q1 		$3.59M Sell
46,298
-572
-1% -$43.3K 0.87% 46
2016
Q4 		$3.59M Sell
46,870
-764
-2% -$56.3K 0.93% 45
2016
Q3 		$3.54M Buy
47,634
+330
+0.7% +$25.1K 0.95% 45
2016
Q2 		$3.69M Buy
47,304
+52
+0.1% +$3.77K 1.05% 41
2016
Q1 		$3.45M Buy
47,252
+425
+0.9% +$30.1K 1.01% 41
2015
Q4 		$3.17M Buy
46,827
+82
+0.2% +$5.66K 0.98% 42
2015
Q3 		$3.29M Buy
46,745
+942
+2% +$66.2K 1.08% 37
2015
Q2 		$3.06M Sell
45,803
-935
-2% -$65.8K 0.99% 44
2015
Q1 		$3.31M Sell
46,738
-1,725
-4% -$128K 1.11% 35
2014
Q4 		$3.73M Sell
48,463
-1,525
-3% -$110K 1.17% 31
2014
Q3 		$3.45M Sell
49,988
-427
-0.8% -$29.5K 1.12% 32
2014
Q2 		$3.61M Sell
50,415
-3,646
-7% -$256K 1.17% 30
2014
Q1 		$3.84M Sell
54,061
-482
-0.9% -$32.9K 1.33% 25
2013
Q4 		$3.53M Buy
54,543
+425
+0.8% +$27.4K 1.25% 26
2013
Q3 		$3.38M Buy
54,118
+1,281
+2% +$76K 1.33% 25
2013
Q2 		$3M Buy
+52,837
New +$3.1M 1.29% 25

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

Beese Fulmer Investment Management's D Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its Dominion Energy (D) stake by 46% in Q1 2026, selling an estimated $1.32M and leaving 25,078 shares worth $1.55M. The position accounts for 0.1% of the portfolio, ranked #121.

Beese Fulmer Investment Management first reported a position in D in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.41M in Q4 2019. 1,475 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Beese Fulmer Investment Management held 25,078 shares of Dominion Energy worth $1.55M as of Q1 2026.
  • Beese Fulmer Investment Management sold 21,380 Dominion Energy shares in Q1 2026, an estimated $1.32M.
  • Dominion Energy made up 0.1% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #121 holding.
  • Beese Fulmer Investment Management first reported a position in Dominion Energy in Q2 2013 and has held it in 52 quarters since.
  • Beese Fulmer Investment Management's Dominion Energy position peaked at $4.41M in Q4 2019.
  • 1,475 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.