BFG
D icon

Berger Financial Group’s Dominion Energy D Stock Holding History

Berger Financial Group’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 		$440K Buy
6,450
+1,423
+28% +$92.5K 0.02% 312
2026
Q1 		$311K Sell
5,027
-210
-4% -$13K 0.02% 369
2025
Q4 		$307K Sell
5,237
-29
-0.6% -$1.75K 0.02% 369
2025
Q3 		$322K Hold
5,266
– – 0.02% 341
2025
Q2 		$298K Buy
5,266
+24
+0.5% +$1.31K 0.02% 342
2025
Q1 		$294K Sell
5,242
-2
-0% -$110 0.02% 336
2024
Q4 		$282K Buy
5,244
+139
+3% +$7.93K 0.02% 328
2024
Q3 		$295K Buy
5,105
+16
+0.3% +$874 0.02% 308
2024
Q2 		$249K Hold
5,089
– – 0.02% 321
2024
Q1 		$250K Buy
+5,089
New +$238K 0.02% 315

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

Berger Financial Group's D Position: Q2 2026 in Review

Berger Financial Group increased its Dominion Energy (D) stake by 28% in Q2 2026, buying an estimated $92.5K and bringing the position to 6,450 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #312.

Berger Financial Group first reported a position in D in Q1 2024 and has held it in 10 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Berger Financial Group held 6,450 shares of Dominion Energy worth $440K as of Q2 2026.
  • Berger Financial Group bought 1,423 Dominion Energy shares in Q2 2026, an estimated $92.5K.
  • Dominion Energy made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #312 holding.
  • Berger Financial Group first reported a position in Dominion Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.