Bollard Group’s Dominion Energy D Stock Holding History

Bollard Group’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
2025 Q3	–	Sell	-198	Closed	-$11K	–	275
2025 Q2	$11K	Hold	198	–	–	﹤0.01%	256
2025 Q1	$11K	Hold	198	–	–	﹤0.01%	247
2024 Q4	$11K	Hold	198	–	–	﹤0.01%	249
2024 Q3	$11K	Hold	198	–	–	﹤0.01%	268
2024 Q2	$10K	Hold	198	–	–	﹤0.01%	265
2024 Q1	$10K	Hold	198	–	–	﹤0.01%	260
2023 Q4	$9K	Hold	198	–	–	﹤0.01%	260
2023 Q3	$9K	Sell	198 -75	-27%	-$3.72K	﹤0.01%	269
2023 Q2	$14K	Buy	273 +75	+38%	+$4.08K	﹤0.01%	270
2023 Q1	$11K	Hold	198	–	–	﹤0.01%	250
2022 Q4	$12K	Hold	198	–	–	﹤0.01%	240
2022 Q3	$14K	Sell	198 -588	-75%	-$47.5K	﹤0.01%	245
2022 Q2	$63K	Buy	786 +5	+0.6%	+$413	﹤0.01%	220
2022 Q1	$66K	Buy	781 +5	+0.6%	+$402	﹤0.01%	322
2021 Q4	$61K	Buy	776 +5	+0.6%	+$376	﹤0.01%	332
2021 Q3	$56K	Buy	771 +4	+0.5%	+$305	﹤0.01%	333
2021 Q2	$56K	Buy	767 +5	+0.7%	+$386	﹤0.01%	338
2021 Q1	$58K	Buy	762 +5	+0.7%	+$363	﹤0.01%	335
2020 Q4	$57K	Hold	757	–	–	﹤0.01%	325
2020 Q3	$60K	Sell	757 -559	-42%	-$43.9K	﹤0.01%	310
2020 Q2	$107K	Buy	1,316 +12	+0.9%	+$962	﹤0.01%	243
2020 Q1	$94K	Sell	1,304 -382	-23%	-$31.2K	﹤0.01%	165
2019 Q4	$140K	Buy	1,686 +17	+1%	+$1.39K	﹤0.01%	168
2019 Q3	$135K	Buy	1,669 +16	+1%	+$1.24K	﹤0.01%	168
2019 Q2	$128K	Buy	1,653 +18	+1%	+$1.37K	﹤0.01%	186
2019 Q1	$125K	Buy	1,635 +17	+1%	+$1.24K	﹤0.01%	186
2018 Q4	$116K	Buy	1,618 +15	+0.9%	+$1.1K	0.01%	182
2018 Q3	$113K	Buy	1,603 +17	+1%	+$1.2K	﹤0.01%	190
2018 Q2	$108K	Buy	1,586 +17	+1%	+$1.11K	0.01%	188
2018 Q1	$106K	Buy	1,569 +16	+1%	+$1.18K	0.01%	192
2017 Q4	$126K	Buy	1,553 +12	+0.8%	+$972	0.01%	180
2017 Q3	$119K	Buy	1,541 +13	+0.9%	+$1.01K	0.01%	192
2017 Q2	$117K	Buy	1,528 +12	+0.8%	+$943	0.01%	197
2017 Q1	$118K	Buy	1,516 +13	+0.9%	+$983	0.01%	198
2016 Q4	$115K	Buy	1,503 +12	+0.8%	+$884	0.01%	198
2016 Q3	$111K	Buy	1,491 +1,293	+653%	+$98.5K	0.01%	197
2016 Q2	$15K	Hold	198	–	–	﹤0.01%	237
2016 Q1	$15K	Hold	198	–	–	﹤0.01%	239
2015 Q4	$13K	Hold	198	–	–	﹤0.01%	243
2015 Q3	$14K	Hold	198	–	–	﹤0.01%	254
2015 Q2	$13K	Hold	198	–	–	﹤0.01%	256
2015 Q1	$14K	Hold	198	–	–	﹤0.01%	258
2014 Q4	$15K	Hold	198	–	–	﹤0.01%	251
2014 Q3	$14K	Hold	198	–	–	﹤0.01%	261
2014 Q2	$14K	Hold	198	–	–	﹤0.01%	248
2014 Q1	$14K	Hold	198	–	–	﹤0.01%	246
2013 Q4	$13K	Hold	198	–	–	﹤0.01%	240
2013 Q3	$12K	Buy	+198	New	+$11.7K	﹤0.01%	247

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bollard Group's D Position: Q3 2025 in Review

Bollard Group sold out of Dominion Energy (D) in Q3 2025, closing a stake of 198 shares — an estimated $11K sold.

Bollard Group first reported a position in D in Q3 2013 and held it in 48 quarters. The position peaked at $140K in Q4 2019. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

Bollard Group reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
Bollard Group sold 198 Dominion Energy shares in Q3 2025, an estimated $11K.
Bollard Group first reported a position in Dominion Energy in Q3 2013 and held it in 48 quarters.
Bollard Group's Dominion Energy position peaked at $140K in Q4 2019.
1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Bollard Group's 13F filing for Q3 2025, filed 14 Nov 2025.