Blueline Advisors’s Dominion Energy D Stock Holding History

Blueline Advisors’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	$33.2K	Hold	486	–	–	0.02%	119
2026 Q1	$30K	Buy	486 +5	+1%	+$309	0.02%	111
2025 Q4	$28.2K	Buy	+481	New	+$29K	0.02%	104

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 $3.37T AUM 44.26% 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

Blueline Advisors's D Position: Q2 2026 in Review

Blueline Advisors held its Dominion Energy (D) position steady in Q2 2026 at 486 shares worth $33.2K. The position accounts for 0.02% of the portfolio, ranked #119.

Blueline Advisors first reported a position in D in Q4 2025 and has held it in 3 quarters since. 1,548 funds tracked by Wall St. Rank hold D as of Q2 2026.

Blueline Advisors held 486 shares of Dominion Energy worth $33.2K as of Q2 2026.
Blueline Advisors left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up 0.02% of Blueline Advisors's portfolio in Q2 2026, its #119 holding.
Blueline Advisors first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
1,548 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Blueline Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.