BIP Wealth’s Dominion Energy D Stock Holding History

BIP 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	$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

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

BIP Wealth's D Position: Q1 2026 in Review

BIP Wealth increased its Dominion Energy (D) stake by 6.6% in Q1 2026, buying an estimated $34.3K and bringing the position to 8,948 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #279.

BIP Wealth first reported a position in D in Q4 2025 and has held it in 2 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

BIP Wealth held 8,948 shares of Dominion Energy worth $553K as of Q1 2026.
BIP Wealth bought 556 Dominion Energy shares in Q1 2026, an estimated $34.3K.
Dominion Energy made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #279 holding.
BIP Wealth first reported a position in Dominion Energy in Q4 2025 and has held it in 2 quarters since.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.