BEI
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Benjamin Edwards Inc’s Dominion Energy D Stock Holding History

Benjamin Edwards Inc’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 		$1.83M Buy
26,762
+1,386
+5% +$90.1K 0.02% 602
2026
Q1 		$1.57M Buy
25,376
+1,574
+7% +$97.2K 0.02% 619
2025
Q4 		$1.39M Buy
23,802
+735
+3% +$44.3K 0.02% 605
2025
Q3 		$1.41M Buy
23,067
+4,819
+26% +$286K 0.02% 585
2025
Q2 		$1.03M Buy
18,248
+8,102
+80% +$444K 0.01% 620
2025
Q1 		$569K Sell
10,146
-422
-4% -$23.2K 0.01% 745
2024
Q4 		$569K Sell
10,568
-4,900
-32% -$280K 0.01% 782
2024
Q3 		$894K Buy
15,468
+15,138
+4,587% +$827K 0.01% 625
2024
Q2 		$16K Hold
330
– – ﹤0.01% 598
2024
Q1 		$16K Sell
330
-91
-22% -$4.25K ﹤0.01% 597
2023
Q4 		$20K Sell
421
-518
-55% -$23.1K ﹤0.01% 541
2023
Q3 		$42K Sell
939
-133
-12% -$6.6K 0.01% 468
2023
Q2 		$56K Sell
1,072
-181
-14% -$9.84K 0.01% 455
2023
Q1 		$70K Sell
1,253
-3,251
-72% -$190K 0.02% 417
2022
Q4 		$276K Sell
4,504
-937
-17% -$58.8K 0.07% 228
2022
Q3 		$376K Sell
5,441
-1,462
-21% -$118K 0.11% 186
2022
Q2 		$551K Sell
6,903
-35
-0.5% -$2.89K 0.16% 158
2022
Q1 		$590K Buy
6,938
+863
+14% +$69.3K 0.17% 151
2021
Q4 		$477K Buy
6,075
+5,429
+840% +$408K 0.15% 155
2021
Q3 		$47K Buy
646
+178
+38% +$13.6K 0.03% 312
2021
Q2 		$34K Buy
468
+138
+42% +$10.7K 0.02% 298
2021
Q1 		$25K Hold
330
– – 0.02% 292
2020
Q4 		$25K Sell
330
-7,448
-96% -$592K 0.02% 286
2020
Q3 		$614K Buy
7,778
+2,236
+40% +$176K 0.51% 71
2020
Q2 		$450K Buy
5,542
+5,212
+1,579% +$418K 0.38% 89
2020
Q1 		$24K Hold
330
– – 0.02% 230
2019
Q4 		$27K Hold
330
– – 0.06% 151
2019
Q3 		$27K Hold
330
– – 0.06% 146
2019
Q2 		$26K Buy
+330
New +$25.1K 0.06% 150

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 $3.38T AUM 44.17% 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

Benjamin Edwards Inc's D Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Dominion Energy (D) stake by 5.5% in Q2 2026, buying an estimated $90.1K and bringing the position to 26,762 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #602.

Benjamin Edwards Inc first reported a position in D in Q2 2019 and has held it in 29 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Benjamin Edwards Inc held 26,762 shares of Dominion Energy worth $1.83M as of Q2 2026.
  • Benjamin Edwards Inc bought 1,386 Dominion Energy shares in Q2 2026, an estimated $90.1K.
  • Dominion Energy made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #602 holding.
  • Benjamin Edwards Inc first reported a position in Dominion Energy in Q2 2019 and has held it in 29 quarters since.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.