Birchcreek Wealth Management’s Dominion Energy D Stock Holding History

Birchcreek Wealth Management’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	$572K	Buy	8,376 +325	+4%	+$21.1K	0.22%	74
2026 Q1	$498K	Hold	8,051	–	–	0.24%	68
2025 Q4	$472K	Hold	8,051	–	–	0.23%	68
2025 Q3	$492K	Hold	8,051	–	–	0.25%	67
2025 Q2	$455K	Hold	8,051	–	–	0.26%	69
2025 Q1	$451K	Hold	8,051	–	–	0.28%	62
2024 Q4	$434K	Hold	8,051	–	–	0.27%	74
2024 Q3	$465K	Buy	8,051 +2,700	+50%	+$148K	0.3%	65
2024 Q2	$262K	Hold	5,351	–	–	0.15%	125
2024 Q1	$263K	Hold	5,351	–	–	0.14%	125
2023 Q4	$251K	Hold	5,351	–	–	0.15%	118
2023 Q3	$239K	Sell	5,351 -400	-7%	-$19.9K	0.16%	114
2023 Q2	$298K	Hold	5,751	–	–	0.21%	109
2023 Q1	$322K	Hold	5,751	–	–	0.25%	96
2022 Q4	$353K	Hold	5,751	–	–	0.31%	80
2022 Q3	$397K	Hold	5,751	–	–	0.37%	68
2022 Q2	$459K	Hold	5,751	–	–	0.41%	60
2022 Q1	$489K	Hold	5,751	–	–	0.43%	58
2021 Q4	$452K	Hold	5,751	–	–	0.39%	56
2021 Q3	$420K	Hold	5,751	–	–	0.39%	60
2021 Q2	$423K	Hold	5,751	–	–	0.41%	57
2021 Q1	$437K	Sell	5,751 -449	-7%	-$32.6K	0.46%	55
2020 Q4	$466K	Buy	+6,200	New	+$493K	0.46%	53

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Birchcreek Wealth Management's D Position: Q2 2026 in Review

Birchcreek Wealth Management increased its Dominion Energy (D) stake by 4% in Q2 2026, buying an estimated $21.1K and bringing the position to 8,376 shares worth $572K. The position accounts for 0.22% of the portfolio, ranked #74.

Birchcreek Wealth Management first reported a position in D in Q4 2020 and has held it in 23 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

Birchcreek Wealth Management held 8,376 shares of Dominion Energy worth $572K as of Q2 2026.
Birchcreek Wealth Management bought 325 Dominion Energy shares in Q2 2026, an estimated $21.1K.
Dominion Energy made up 0.22% of Birchcreek Wealth Management's portfolio in Q2 2026, its #74 holding.
Birchcreek Wealth Management first reported a position in Dominion Energy in Q4 2020 and has held it in 23 quarters since.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.