Berkshire Asset Management’s Dominion Energy D Stock Holding History

Berkshire Asset 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	–	Sell	-3,625	Closed	-$212K	–	269
2025 Q4	$212K	Buy	+3,625	New	+$218K	0.01%	251
2023 Q2	–	Sell	-4,581	Closed	-$256K	–	229
2023 Q1	$256K	Buy	+4,581	New	+$268K	0.02%	204
2022 Q3	–	Sell	-3,332	Closed	-$266K	–	222
2022 Q2	$266K	Sell	3,332 -64	-2%	-$5.29K	0.02%	191
2022 Q1	$289K	Sell	3,396 -150	-4%	-$12K	0.02%	179
2021 Q4	$279K	Buy	3,546 +482	+16%	+$36.3K	0.02%	208
2021 Q3	$224K	Buy	+3,064	New	+$234K	0.02%	222
2021 Q2	–	Sell	-2,822	Closed	-$214K	–	235
2021 Q1	$214K	Buy	+2,822	New	+$205K	0.02%	215
2019 Q4	–	Sell	-2,501	Closed	-$203K	–	201
2019 Q3	$203K	Buy	+2,501	New	+$193K	0.02%	206
2018 Q1	–	Sell	-3,045	Closed	-$247K	–	209
2017 Q4	$247K	Buy	+3,045	New	+$247K	0.02%	183

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

Berkshire Asset Management's D Position: Q1 2026 in Review

Berkshire Asset Management sold out of Dominion Energy (D) in Q1 2026, closing a stake of 3,625 shares — an estimated $212K sold.

Berkshire Asset Management first reported a position in D in Q4 2017 and held it in 9 quarters. The position peaked at $289K in Q1 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Berkshire Asset Management reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
Berkshire Asset Management sold 3,625 Dominion Energy shares in Q1 2026, an estimated $212K.
Berkshire Asset Management first reported a position in Dominion Energy in Q4 2017 and held it in 9 quarters.
Berkshire Asset Management's Dominion Energy position peaked at $289K in Q1 2022.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.