BTI
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Blue Trust Inc’s Dominion Energy D Stock Holding History

Blue Trust Inc’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 		$936K Sell
13,704
-1,226
-8% -$79.7K 0.01% 311
2026
Q1 		$923K Sell
14,930
-4,309
-22% -$266K 0.01% 306
2025
Q4 		$1.13M Sell
19,239
-2,676
-12% -$161K 0.01% 262
2025
Q3 		$1.34M Sell
21,915
-142
-0.6% -$8.44K 0.02% 236
2025
Q2 		$1.25M Buy
22,057
+2,838
+15% +$156K 0.01% 235
2025
Q1 		$1.08M Buy
19,219
+631
+3% +$34.7K 0.01% 236
2024
Q4 		$1M Sell
18,588
-1,784
-9% -$102K 0.01% 235
2024
Q3 		$998K Buy
20,372
+6,621
+48% +$362K 0.01% 274
2024
Q2 		$676K Buy
13,751
+1,451
+12% +$73.9K 0.01% 291
2024
Q1 		$605K Buy
12,300
+2,500
+26% +$117K 0.01% 247
2023
Q4 		$437K Buy
9,800
+973
+11% +$43.4K 0.01% 266
2023
Q3 		$457K Buy
8,827
+883
+11% +$43.8K 0.01% 261
2023
Q2 		$445K Sell
7,944
-1,884
-19% -$102K 0.01% 246
2023
Q1 		$603K Sell
9,828
-2,712
-22% -$159K 0.01% 256
2022
Q4 		$866K Buy
12,540
+1,512
+14% +$95K 0.02% 189
2022
Q3 		$880K Buy
11,028
+1,025
+10% +$82.7K 0.02% 156
2022
Q2 		$850K Buy
+10,003
New +$826K 0.01% 151

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blue Trust Inc's D Position: Q2 2026 in Review

Blue Trust Inc reduced its Dominion Energy (D) stake by 8.2% in Q2 2026, selling an estimated $79.7K and leaving 13,704 shares worth $936K. The position accounts for 0.01% of the portfolio, ranked #311.

Blue Trust Inc first reported a position in D in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.34M in Q3 2025. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Blue Trust Inc held 13,704 shares of Dominion Energy worth $936K as of Q2 2026.
  • Blue Trust Inc sold 1,226 Dominion Energy shares in Q2 2026, an estimated $79.7K.
  • Dominion Energy made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #311 holding.
  • Blue Trust Inc first reported a position in Dominion Energy in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Dominion Energy position peaked at $1.34M in Q3 2025.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.