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Bell Investment Advisors’s Dominion Energy D Stock Holding History

Bell Investment Advisors’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 		$12.6K Buy
184
+8
+5% +$520 ﹤0.01% 637
2026
Q1 		$10.9K Sell
176
-164
-48% -$10.1K ﹤0.01% 649
2025
Q4 		$19.9K Buy
340
+100
+42% +$6.02K ﹤0.01% 453
2025
Q3 		$14.7K Sell
240
-140
-37% -$8.32K ﹤0.01% 503
2025
Q2 		$21.5K Buy
380
+28
+8% +$1.53K ﹤0.01% 404
2025
Q1 		$19.7K Hold
352
– – ﹤0.01% 393
2024
Q4 		$19K Buy
352
+32
+10% +$1.82K ﹤0.01% 399
2024
Q3 		$18.5K Sell
320
-32
-9% -$1.75K ﹤0.01% 422
2024
Q2 		$17.2K Buy
352
+10
+3% +$509 ﹤0.01% 429
2024
Q1 		$16.8K Buy
342
+34
+11% +$1.59K ﹤0.01% 417
2023
Q4 		$14.5K Buy
308
+65
+27% +$2.9K ﹤0.01% 433
2023
Q3 		$10.9K Sell
243
-88
-27% -$4.37K ﹤0.01% 478
2023
Q2 		$17.1K Sell
331
-107
-24% -$5.82K ﹤0.01% 345
2023
Q1 		$24.5K Buy
438
+195
+80% +$11.4K 0.01% 267
2022
Q4 		$14.9K Sell
243
-38
-14% -$2.39K ﹤0.01% 366
2022
Q3 		$19K Sell
281
-143
-34% -$11.5K 0.01% 267
2022
Q2 		$34K Buy
+424
New +$35K 0.01% 179
2021
Q4 		$32K Sell
402
-94
-19% -$7.07K 0.01% 214
2021
Q3 		$36K Buy
+496
New +$37.8K 0.01% 183

Other funds holding D

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

Bell Investment Advisors's D Position: Q2 2026 in Review

Bell Investment Advisors increased its Dominion Energy (D) stake by 4.5% in Q2 2026, buying an estimated $520 and bringing the position to 184 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Bell Investment Advisors first reported a position in D in Q3 2021 and has held it in 19 quarters since. The position peaked at $36K in Q3 2021. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Bell Investment Advisors held 184 shares of Dominion Energy worth $12.6K as of Q2 2026.
  • Bell Investment Advisors bought 8 Dominion Energy shares in Q2 2026, an estimated $520.
  • Dominion Energy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #637 holding.
  • Bell Investment Advisors first reported a position in Dominion Energy in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Dominion Energy position peaked at $36K in Q3 2021.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.