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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berger Financial Group's D Position: Q1 2026 in Review

Berger Financial Group reduced its Dominion Energy (D) stake by 4% in Q1 2026, selling an estimated $13K and leaving 5,027 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #369.

Berger Financial Group first reported a position in D in Q1 2024 and has held it in 9 quarters since. The position peaked at $322K in Q3 2025. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Berger Financial Group held 5,027 shares of Dominion Energy worth $311K as of Q1 2026.
Berger Financial Group sold 210 Dominion Energy shares in Q1 2026, an estimated $13K.
Dominion Energy made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #369 holding.
Berger Financial Group first reported a position in Dominion Energy in Q1 2024 and has held it in 9 quarters since.
Berger Financial Group's Dominion Energy position peaked at $322K in Q3 2025.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.