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 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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Blue Rock Wealth Management's D Position: Q1 2026 in Review

Blue Rock Wealth Management held its Dominion Energy (D) position steady in Q1 2026 at 7,280 shares worth $451K. The position accounts for 0.29% of the portfolio, ranked #55.

Blue Rock Wealth Management first reported a position in D in Q4 2024 and has held it in 6 quarters since. 1,475 funds tracked by Wall St. Rank hold D as of Q1 2026.

Blue Rock Wealth Management held 7,280 shares of Dominion Energy worth $451K as of Q1 2026.
Blue Rock Wealth Management left its Dominion Energy share count unchanged in Q1 2026.
Dominion Energy made up 0.29% of Blue Rock Wealth Management's portfolio in Q1 2026, its #55 holding.
Blue Rock Wealth Management first reported a position in Dominion Energy in Q4 2024 and has held it in 6 quarters since.
1,475 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.