BOK Financial Private Wealth’s Dominion Energy D Stock Holding History

BOK Financial Private Wealth’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	$18K	Buy	263 +75	+40%	+$4.88K	﹤0.01%	356
2026 Q1	$11.6K	Sell	188 -12	-6%	-$741	﹤0.01%	341
2025 Q4	$11.7K	Hold	200	–	–	﹤0.01%	380
2025 Q3	$12.2K	Hold	200	–	–	﹤0.01%	321
2025 Q2	$11.3K	Hold	200	–	–	﹤0.01%	351
2025 Q1	$11.2K	Hold	200	–	–	﹤0.01%	381
2024 Q4	$10.8K	Hold	200	–	–	﹤0.01%	364
2024 Q3	$11.6K	Buy	+200	New	+$10.9K	﹤0.01%	380
2022 Q2	–	Sell	-2,811	Closed	-$239K	–	390
2022 Q1	$239K	Buy	+2,811	New	+$226K	0.02%	274

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

BOK Financial Private Wealth's D Position: Q2 2026 in Review

BOK Financial Private Wealth increased its Dominion Energy (D) stake by 40% in Q2 2026, buying an estimated $4.88K and bringing the position to 263 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

BOK Financial Private Wealth first reported a position in D in Q1 2022 and has held it in 9 quarters since. The position peaked at $239K in Q1 2022. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

BOK Financial Private Wealth held 263 shares of Dominion Energy worth $18K as of Q2 2026.
BOK Financial Private Wealth bought 75 Dominion Energy shares in Q2 2026, an estimated $4.88K.
Dominion Energy made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #356 holding.
BOK Financial Private Wealth first reported a position in Dominion Energy in Q1 2022 and has held it in 9 quarters since.
BOK Financial Private Wealth's Dominion Energy position peaked at $239K in Q1 2022.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.