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Berkshire Bank’s Dominion Energy D Stock Holding History

Berkshire Bank’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 		$1.42M Sell
20,860
-1,587
-7% -$103K 0.27% 65
2026
Q1 		$1.39M Sell
22,447
-3,893
-15% -$240K 0.28% 64
2025
Q4 		$1.54M Sell
26,340
-4,022
-13% -$242K 0.31% 59
2025
Q3 		$1.86M Sell
30,362
-711
-2% -$42.3K 0.4% 52
2025
Q2 		$1.76M Sell
31,073
-232
-0.7% -$12.7K 0.4% 57
2025
Q1 		$1.76M Buy
31,305
+736
+2% +$40.5K 0.43% 55
2024
Q4 		$1.65M Sell
30,569
-4,499
-13% -$257K 0.38% 55
2024
Q3 		$2.03M Buy
35,068
+5,933
+20% +$324K 0.48% 47
2024
Q2 		$1.43M Sell
29,135
-629
-2% -$32K 0.36% 57
2024
Q1 		$1.46M Sell
29,764
-1,465
-5% -$68.4K 0.36% 55
2023
Q4 		$1.47M Sell
31,229
-1,036
-3% -$46.2K 0.39% 56
2023
Q3 		$1.44M Sell
32,265
-634
-2% -$31.5K 0.41% 53
2023
Q2 		$1.7M Buy
32,899
+906
+3% +$49.3K 0.47% 49
2023
Q1 		$1.79M Buy
31,993
+2,263
+8% +$132K 0.53% 46
2022
Q4 		$1.82M Sell
29,730
-80
-0.3% -$5.02K 0.56% 43
2022
Q3 		$2.06M Buy
29,810
+531
+2% +$42.9K 0.63% 43
2022
Q2 		$2.34M Buy
29,279
+1,675
+6% +$138K 0.68% 43
2022
Q1 		$2.35M Sell
27,604
-357
-1% -$28.7K 0.56% 46
2021
Q4 		$2.2M Buy
27,961
+926
+3% +$69.7K 0.49% 46
2021
Q3 		$1.97M Sell
27,035
-562
-2% -$42.9K 0.48% 48
2021
Q2 		$2.03M Buy
27,597
+173
+0.6% +$13.4K 0.49% 49
2021
Q1 		$2.08M Buy
27,424
+255
+0.9% +$18.5K 0.52% 50
2020
Q4 		$2.04M Buy
27,169
+2,571
+10% +$204K 0.51% 49
2020
Q3 		$1.94M Buy
+24,598
New +$1.93M 0.52% 47

Other funds holding D

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Berkshire Bank's D Position: Q2 2026 in Review

Berkshire Bank reduced its Dominion Energy (D) stake by 7.1% in Q2 2026, selling an estimated $103K and leaving 20,860 shares worth $1.42M. The position accounts for 0.27% of the portfolio, ranked #65.

Berkshire Bank first reported a position in D in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.35M in Q1 2022. 729 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Berkshire Bank held 20,860 shares of Dominion Energy worth $1.42M as of Q2 2026.
  • Berkshire Bank sold 1,587 Dominion Energy shares in Q2 2026, an estimated $103K.
  • Dominion Energy made up 0.27% of Berkshire Bank's portfolio in Q2 2026, its #65 holding.
  • Berkshire Bank first reported a position in Dominion Energy in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's Dominion Energy position peaked at $2.35M in Q1 2022.
  • 729 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.