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Bleakley Financial Group’s Dominion Energy D Stock Holding History

Bleakley Financial Group’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 		$2.83M Buy
41,434
+2,868
+7% +$186K 0.04% 385
2026
Q1 		$2.38M Buy
38,566
+3,439
+10% +$212K 0.04% 357
2025
Q4 		$2.06M Buy
35,127
+3,495
+11% +$211K 0.04% 346
2025
Q3 		$1.93M Sell
31,632
-394
-1% -$23.4K 0.04% 295
2025
Q2 		$1.81M Buy
32,026
+12,928
+68% +$708K 0.05% 289
2025
Q1 		$1.07M Sell
19,098
-147
-0.8% -$8.09K 0.03% 326
2024
Q4 		$1.04M Sell
19,245
-4,459
-19% -$254K 0.03% 399
2024
Q3 		$1.37M Sell
23,704
-1,782
-7% -$97.4K 0.04% 334
2024
Q2 		$1.25M Buy
25,486
+1,847
+8% +$94.1K 0.04% 373
2024
Q1 		$1.16M Buy
23,639
+1,425
+6% +$66.6K 0.03% 398
2023
Q4 		$1.04M Buy
22,214
+5,129
+30% +$229K 0.03% 391
2023
Q3 		$763K Sell
17,085
-353
-2% -$17.5K 0.03% 441
2023
Q2 		$903K Sell
17,438
-3,490
-17% -$190K 0.03% 426
2023
Q1 		$1.17M Sell
20,928
-795
-4% -$46.5K 0.04% 355
2022
Q4 		$1.33M Buy
+21,723
New +$1.36M 0.05% 333

Other funds holding D

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Bleakley Financial Group's D Position: Q2 2026 in Review

Bleakley Financial Group increased its Dominion Energy (D) stake by 7.4% in Q2 2026, buying an estimated $186K and bringing the position to 41,434 shares worth $2.83M. The position accounts for 0.04% of the portfolio, ranked #385.

Bleakley Financial Group first reported a position in D in Q4 2022 and has held it in 15 quarters since. 936 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Bleakley Financial Group held 41,434 shares of Dominion Energy worth $2.83M as of Q2 2026.
  • Bleakley Financial Group bought 2,868 Dominion Energy shares in Q2 2026, an estimated $186K.
  • Dominion Energy made up 0.04% of Bleakley Financial Group's portfolio in Q2 2026, its #385 holding.
  • Bleakley Financial Group first reported a position in Dominion Energy in Q4 2022 and has held it in 15 quarters since.
  • 936 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.