Beverly Hills Private Wealth’s Dominion Energy D Stock Holding History

Beverly Hills Private Wealth’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	$2.34M	Buy	37,889 +7,012	+23%	+$433K	0.39%	69
2025 Q4	$1.81M	Sell	30,877 -284	-0.9%	-$17.1K	0.31%	85
2025 Q3	$1.91M	Sell	31,161 -1,105	-3%	-$65.7K	0.34%	85
2025 Q2	$1.82M	Buy	32,266 +3,755	+13%	+$206K	0.34%	81
2025 Q1	$1.6M	Buy	28,511 +1,014	+4%	+$55.8K	0.32%	86
2024 Q4	$1.48M	Buy	27,497 +2,535	+10%	+$145K	0.3%	92
2024 Q3	$1.44M	Sell	24,962 -7,497	-23%	-$410K	0.29%	95
2024 Q2	$1.59M	Sell	32,459 -842	-3%	-$42.9K	0.35%	81
2024 Q1	$1.64M	Buy	33,301 +13,544	+69%	+$633K	0.38%	70
2023 Q4	$929K	Sell	19,757 -16,603	-46%	-$741K	0.24%	98
2023 Q3	$1.62M	Sell	36,360 -36,950	-50%	-$1.83M	0.48%	58
2023 Q2	$3.61M	Buy	73,310 +37,410	+104%	+$2.03M	0.59%	53
2023 Q1	$2.01M	Buy	35,900 +7,743	+27%	+$453K	0.62%	48
2022 Q4	$1.73M	Buy	+28,157	New	+$1.77M	0.75%	43

Other funds holding D

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management

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