BKM Wealth Management’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
$198K Buy
+2,900
New +$189K 0.07% 147
2024
Q2
Sell
-2,007
Closed -$98.7K 154
2024
Q1
$98.7K Buy
2,007
+856
+74% +$40K 0.04% 183
2023
Q4
$54.1K Buy
+1,151
New +$51.4K 0.02% 253

Other funds holding D

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

BKM Wealth Management opened a new position in Dominion Energy (D) in Q2 2026: 2,900 shares worth $198K. The stake represents 0.07% of the portfolio and ranks #147 among its holdings. This is a return to the name: BKM Wealth Management previously reported a position in D as recently as Q1 2024.

BKM Wealth Management first reported a position in D in Q4 2023 and has held it in 3 quarters since. 1,552 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • BKM Wealth Management held 2,900 shares of Dominion Energy worth $198K as of Q2 2026.
  • Dominion Energy was a new BKM Wealth Management position in Q2 2026.
  • Dominion Energy made up 0.07% of BKM Wealth Management's portfolio in Q2 2026, its #147 holding.
  • BKM Wealth Management first reported a position in Dominion Energy in Q4 2023 and has held it in 3 quarters since.
  • 1,552 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.