Birch Hill Investment Advisors’s Dominion Energy D Stock Holding History

Birch Hill Investment Advisors’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	$807K	Sell	11,817 -270	-2%	-$17.6K	0.03%	126
2026 Q1	$747K	Sell	12,087 -500	-4%	-$30.9K	0.03%	126
2025 Q4	$737K	Sell	12,587 -200	-2%	-$12K	0.03%	126
2025 Q3	$782K	Hold	12,787	–	–	0.03%	126
2025 Q2	$723K	Sell	12,787 -6,548	-34%	-$359K	0.03%	126
2025 Q1	$1.08M	Sell	19,335 -750	-4%	-$41.3K	0.05%	105
2024 Q4	$1.08M	Sell	20,085 -270	-1%	-$15.4K	0.05%	107
2024 Q3	$1.18M	Hold	20,355	–	–	0.06%	101
2024 Q2	$997K	Hold	20,355	–	–	0.05%	104
2024 Q1	$1M	Hold	20,355	–	–	0.05%	104
2023 Q4	$957K	Hold	20,355	–	–	0.05%	101
2023 Q3	$909K	Hold	20,355	–	–	0.05%	101
2023 Q2	$1.05M	Hold	20,355	–	–	0.06%	94
2023 Q1	$1.14M	Hold	20,355	–	–	0.07%	91
2022 Q4	$1.25M	Hold	20,355	–	–	0.08%	88
2022 Q3	$1.41M	Hold	20,355	–	–	0.1%	82
2022 Q2	$1.63M	Hold	20,355	–	–	0.1%	80
2022 Q1	$1.73M	Hold	20,355	–	–	0.09%	83
2021 Q4	$1.6M	Hold	20,355	–	–	0.08%	86
2021 Q3	$1.49M	Hold	20,355	–	–	0.08%	85
2021 Q2	$1.5M	Hold	20,355	–	–	0.08%	83
2021 Q1	$1.55M	Hold	20,355	–	–	0.09%	83
2020 Q4	$1.53M	Hold	20,355	–	–	0.09%	82
2020 Q3	$1.61M	Hold	20,355	–	–	0.11%	76
2020 Q2	$1.65M	Sell	20,355 -138	-0.7%	-$11.1K	0.12%	74
2020 Q1	$1.48M	Hold	20,493	–	–	0.13%	69
2019 Q4	$1.7M	Hold	20,493	–	–	0.11%	75
2019 Q3	$1.66M	Hold	20,493	–	–	0.12%	74
2019 Q2	$1.58M	Hold	20,493	–	–	0.12%	75
2019 Q1	$1.57M	Hold	20,493	–	–	0.12%	76
2018 Q4	$1.46M	Hold	20,493	–	–	0.13%	77
2018 Q3	$1.44M	Hold	20,493	–	–	0.11%	77
2018 Q2	$1.4M	Hold	20,493	–	–	0.11%	75
2018 Q1	$1.38M	Hold	20,493	–	–	0.11%	74
2017 Q4	$1.66M	Hold	20,493	–	–	0.14%	66
2017 Q3	$1.58M	Sell	20,493 -200	-1%	-$15.6K	0.14%	66
2017 Q2	$1.59M	Sell	20,693 -100	-0.5%	-$7.86K	0.14%	67
2017 Q1	$1.61M	Sell	20,793 -725	-3%	-$54.8K	0.14%	67
2016 Q4	$1.65M	Sell	21,518 -160	-0.7%	-$11.8K	0.15%	67
2016 Q3	$1.61M	Sell	21,678 -500	-2%	-$38.1K	0.15%	66
2016 Q2	$1.73M	Sell	22,178 -300	-1%	-$21.8K	0.17%	62
2016 Q1	$1.69M	Sell	22,478 -437	-2%	-$30.9K	0.18%	63
2015 Q4	$1.55M	Hold	22,915	–	–	0.16%	65
2015 Q3	$1.61M	Sell	22,915 -100	-0.4%	-$7.03K	0.18%	66
2015 Q2	$1.54M	Sell	23,015 -250	-1%	-$17.6K	0.16%	71
2015 Q1	$1.65M	Sell	23,265 -992	-4%	-$73.6K	0.17%	70
2014 Q4	$1.86M	Sell	24,257 -50	-0.2%	-$3.62K	0.19%	69
2014 Q3	$1.68M	Sell	24,307 -500	-2%	-$34.5K	0.18%	65
2014 Q2	$1.77M	Sell	24,807 -1,000	-4%	-$70.1K	0.19%	64
2014 Q1	$1.83M	Sell	25,807 -350	-1%	-$23.9K	0.2%	63
2013 Q4	$1.69M	Sell	26,157 -100	-0.4%	-$6.44K	0.18%	68
2013 Q3	$1.64M	Sell	26,257 -1,500	-5%	-$89K	0.19%	67
2013 Q2	$1.58M	Buy	+27,757	New	+$1.63M	0.2%	66

Other funds holding D

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Birch Hill Investment Advisors's D Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its Dominion Energy (D) stake by 2.2% in Q2 2026, selling an estimated $17.6K and leaving 11,817 shares worth $807K. The position accounts for 0.03% of the portfolio, ranked #126.

Birch Hill Investment Advisors first reported a position in D in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.86M in Q4 2014. 683 funds tracked by Wall St. Rank hold D as of Q2 2026.

Birch Hill Investment Advisors held 11,817 shares of Dominion Energy worth $807K as of Q2 2026.
Birch Hill Investment Advisors sold 270 Dominion Energy shares in Q2 2026, an estimated $17.6K.
Dominion Energy made up 0.03% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #126 holding.
Birch Hill Investment Advisors first reported a position in Dominion Energy in Q2 2013 and has held it in 53 quarters since.
Birch Hill Investment Advisors's Dominion Energy position peaked at $1.86M in Q4 2014.
683 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.