BIP Wealth’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$310K Sell
4,545
-4,403
-49% -$286K 0.01% 456
2026
Q1
$553K Buy
8,948
+556
+7% +$34.3K 0.02% 279
2025
Q4
$492K Buy
+8,392
New +$506K 0.02% 306

Other funds holding D

BIP Wealth's D Position: Q2 2026 in Review

BIP Wealth reduced its Dominion Energy (D) stake by 49% in Q2 2026, selling an estimated $286K and leaving 4,545 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #456.

BIP Wealth first reported a position in D in Q4 2025 and has held it in 3 quarters since. The position peaked at $553K in Q1 2026. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • BIP Wealth held 4,545 shares of Dominion Energy worth $310K as of Q2 2026.
  • BIP Wealth sold 4,403 Dominion Energy shares in Q2 2026, an estimated $286K.
  • Dominion Energy made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #456 holding.
  • BIP Wealth first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
  • BIP Wealth's Dominion Energy position peaked at $553K in Q1 2026.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.