Blue Bell Private Wealth Management’s Dominion Energy D Stock Holding History

Blue Bell Private 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
2025 Q2	–	Sell	-585	Closed	-$32.8K	–	737
2025 Q1	$32.8K	Hold	585	–	–	0.01%	419
2024 Q4	$31.5K	Sell	585 -47	-7%	-$2.68K	0.01%	407
2024 Q3	$36.5K	Buy	632 +55	+10%	+$3K	0.01%	401
2024 Q2	$28.3K	Hold	577	–	–	0.01%	422
2024 Q1	$28.4K	Buy	577 +18	+3%	+$841	0.01%	426
2023 Q4	$26.3K	Hold	559	–	–	0.01%	398
2023 Q3	$25K	Hold	559	–	–	0.01%	332
2023 Q2	$29K	Hold	559	–	–	0.01%	318
2023 Q1	$31.3K	Hold	559	–	–	0.01%	272
2022 Q4	$34.3K	Hold	559	–	–	0.01%	250
2022 Q3	$39K	Hold	559	–	–	0.01%	227
2022 Q2	$45K	Hold	559	–	–	0.02%	224
2022 Q1	$47K	Hold	559	–	–	0.01%	228
2021 Q4	$44K	Buy	+559	New	+$42.1K	0.01%	219
2016 Q4	–	Sell	-596	Closed	-$45K	–	300
2016 Q3	$45K	Sell	596 -123	-17%	-$9.37K	0.03%	218
2016 Q2	$57K	Sell	719 -1,000	-58%	-$72.6K	0.04%	198
2016 Q1	$129K	Buy	1,719 +1,219	+244%	+$86.2K	0.09%	123
2015 Q4	$34K	Hold	500	–	–	0.02%	249
2015 Q3	$35K	Hold	500	–	–	0.02%	254
2015 Q2	$33K	Hold	500	–	–	0.02%	263
2015 Q1	$35K	Hold	500	–	–	0.02%	255
2014 Q4	$38K	Hold	500	–	–	0.02%	254
2014 Q3	$35K	Hold	500	–	–	0.02%	273
2014 Q2	$36K	Hold	500	–	–	0.02%	258
2014 Q1	$35K	Hold	500	–	–	0.02%	232
2013 Q4	$32K	Buy	+500	New	+$32.2K	0.02%	246

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Blue Bell Private Wealth Management's D Position: Q2 2025 in Review

Blue Bell Private Wealth Management sold out of Dominion Energy (D) in Q2 2025, closing a stake of 585 shares — an estimated $32.8K sold.

Blue Bell Private Wealth Management first reported a position in D in Q4 2013 and held it in 26 quarters. The position peaked at $129K in Q1 2016. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

Blue Bell Private Wealth Management reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 585 Dominion Energy shares in Q2 2025, an estimated $32.8K.
Blue Bell Private Wealth Management first reported a position in Dominion Energy in Q4 2013 and held it in 26 quarters.
Blue Bell Private Wealth Management's Dominion Energy position peaked at $129K in Q1 2016.
1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.