Bogart Wealth LLC’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.82M | Buy |
143,813
+5,657
| +4% | +$368K | 0.34% | 71 |
|
|
2026
Q1 | $8.54M | Buy |
138,156
+3,924
| +3% | +$242K | 0.33% | 71 |
|
|
2025
Q4 | $7.86M | Sell |
134,232
-335
| -0.2% | -$20.2K | 0.32% | 72 |
|
|
2025
Q3 | $8.23M | Sell |
134,567
-1,864
| -1% | -$111K | 0.33% | 72 |
|
|
2025
Q2 | $7.71M | Buy |
136,431
+132,580
| +3,443% | +$7.26M | 0.33% | 70 |
|
|
2025
Q1 | $216K | Sell |
3,851
-7
| -0.2% | -$385 | 0.01% | 217 |
|
|
2024
Q4 | $208K | Sell |
3,858
-689
| -15% | -$39.3K | 0.01% | 217 |
|
|
2024
Q3 | $263K | Sell |
4,547
-302
| -6% | -$16.5K | 0.01% | 193 |
|
|
2024
Q2 | $238K | Sell |
4,849
-282
| -5% | -$14.4K | 0.01% | 198 |
|
|
2024
Q1 | $252K | Sell |
5,131
-1,819
| -26% | -$85K | 0.01% | 187 |
|
|
2023
Q4 | $327K | Buy |
6,950
+60
| +0.9% | +$2.68K | 0.02% | 170 |
|
|
2023
Q3 | $308K | Sell |
6,890
-132,564
| -95% | -$6.58M | 0.02% | 170 |
|
|
2023
Q2 | $7.22M | Buy |
139,454
+862
| +0.6% | +$46.9K | 0.46% | 53 |
|
|
2023
Q1 | $7.75M | Buy |
138,592
+11,334
| +9% | +$663K | 0.52% | 43 |
|
|
2022
Q4 | $7.8M | Buy |
127,258
+3,726
| +3% | +$234K | 0.54% | 39 |
|
|
2022
Q3 | $8.54M | Buy |
123,532
+15,751
| +15% | +$1.27M | 0.71% | 27 |
|
|
2022
Q2 | $8.6M | Buy |
107,781
+14,292
| +15% | +$1.18M | 0.75% | 28 |
|
|
2022
Q1 | $7.94M | Buy |
93,489
+11,001
| +13% | +$884K | 0.68% | 21 |
|
|
2021
Q4 | $6.48M | Buy |
82,488
+5,573
| +7% | +$419K | 0.59% | 32 |
|
|
2021
Q3 | $5.62M | Buy |
76,915
+8,205
| +12% | +$626K | 0.57% | 32 |
|
|
2021
Q2 | $5.05M | Buy |
68,710
+9,508
| +16% | +$734K | 0.55% | 34 |
|
|
2021
Q1 | $4.5M | Buy |
59,202
+20,723
| +54% | +$1.51M | 0.63% | 28 |
|
|
2020
Q4 | $2.89M | Buy |
38,479
+2,868
| +8% | +$228K | 0.54% | 34 |
|
|
2020
Q3 | $2.81M | Sell |
35,611
-477
| -1% | -$37.5K | 0.62% | 27 |
|
|
2020
Q2 | $2.93M | Sell |
36,088
-114
| -0.3% | -$9.14K | 0.69% | 24 |
|
|
2020
Q1 | $2.61M | Sell |
36,202
-871
| -2% | -$71.1K | 0.71% | 21 |
|
|
2019
Q4 | $3.07M | Buy |
37,073
+1,777
| +5% | +$145K | 0.98% | 17 |
|
|
2019
Q3 | $2.86M | Buy |
35,296
+33,054
| +1,474% | +$2.56M | 1.41% | 13 |
|
|
2019
Q2 | $173K | Buy |
2,242
+128
| +6% | +$9.75K | 0.1% | 98 |
|
|
2019
Q1 | $162K | Hold |
2,114
| – | – | 0.08% | 96 |
|
|
2018
Q4 | $151K | Hold |
2,114
| – | – | 0.08% | 84 |
|
|
2018
Q3 | $149K | Sell |
2,114
-27
| -1% | -$1.91K | 0.09% | 84 |
|
|
2018
Q2 | $145K | Buy |
2,141
+66
| +3% | +$4.3K | 0.09% | 83 |
|
|
2018
Q1 | $140K | Sell |
2,075
-185
| -8% | -$13.7K | 0.08% | 86 |
|
|
2017
Q4 | $183K | Sell |
2,260
-226
| -9% | -$18.3K | 0.12% | 69 |
|
|
2017
Q3 | $191K | Buy |
+2,486
| New | +$193K | 0.14% | 65 |
|
Other funds holding D
Bogart Wealth LLC's D Position: Q2 2026 in Review
Bogart Wealth LLC increased its Dominion Energy (D) stake by 4.1% in Q2 2026, buying an estimated $368K and bringing the position to 143,813 shares worth $9.82M. The position accounts for 0.34% of the portfolio, ranked #71.
Bogart Wealth LLC first reported a position in D in Q3 2017 and has held it in 36 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.
- Bogart Wealth LLC held 143,813 shares of Dominion Energy worth $9.82M as of Q2 2026.
- Bogart Wealth LLC bought 5,657 Dominion Energy shares in Q2 2026, an estimated $368K.
- Dominion Energy made up 0.34% of Bogart Wealth LLC's portfolio in Q2 2026, its #71 holding.
- Bogart Wealth LLC first reported a position in Dominion Energy in Q3 2017 and has held it in 36 quarters since.
- 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.