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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
Q2 		$745K Sell
10,904
-26,985
-71% -$1.75M 0.14% 126
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

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

Beverly Hills Private Wealth's D Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Dominion Energy (D) stake by 71% in Q2 2026, selling an estimated $1.75M and leaving 10,904 shares worth $745K. The position accounts for 0.14% of the portfolio, ranked #126.

Beverly Hills Private Wealth first reported a position in D in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.61M in Q2 2023. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Beverly Hills Private Wealth held 10,904 shares of Dominion Energy worth $745K as of Q2 2026.
  • Beverly Hills Private Wealth sold 26,985 Dominion Energy shares in Q2 2026, an estimated $1.75M.
  • Dominion Energy made up 0.14% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #126 holding.
  • Beverly Hills Private Wealth first reported a position in Dominion Energy in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Dominion Energy position peaked at $3.61M in Q2 2023.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.