Blue Rock Wealth Management’s Dominion Energy D Stock Holding History

Blue Rock 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	$498K	Hold	7,280	–	–	0.28%	57
2026 Q1	$451K	Hold	7,280	–	–	0.29%	55
2025 Q4	$428K	Buy	7,280 +651	+10%	+$39.2K	0.27%	57
2025 Q3	$406K	Hold	6,629	–	–	0.25%	62
2025 Q2	$376K	Hold	6,629	–	–	0.26%	61
2025 Q1	$373K	Buy	6,629 +2,000	+43%	+$110K	0.32%	57
2024 Q4	$251K	Buy	+4,629	New	+$264K	0.26%	59

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 $3.38T AUM 44.17% 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

Blue Rock Wealth Management's D Position: Q2 2026 in Review

Blue Rock Wealth Management held its Dominion Energy (D) position steady in Q2 2026 at 7,280 shares worth $498K. The position accounts for 0.28% of the portfolio, ranked #57.

Blue Rock Wealth Management first reported a position in D in Q4 2024 and has held it in 7 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

Blue Rock Wealth Management held 7,280 shares of Dominion Energy worth $498K as of Q2 2026.
Blue Rock Wealth Management left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.28% of Blue Rock Wealth Management's portfolio in Q2 2026, its #57 holding.
Blue Rock Wealth Management first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.