BCM
D icon

Boreal Capital Management’s Dominion Energy D Stock Holding History

Boreal Capital Management’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 		$13K Hold
190
– – 0.01% 296
2026
Q1 		$11.7K Sell
190
-100
-34% -$6.18K 0.01% 305
2025
Q4 		$17K Hold
290
– – 0.01% 286
2025
Q3 		$17.7K Buy
290
+100
+53% +$5.95K 0.01% 286
2025
Q2 		$10.7K Buy
+190
New +$10.4K 0.01% 337

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

Boreal Capital Management's D Position: Q2 2026 in Review

Boreal Capital Management held its Dominion Energy (D) position steady in Q2 2026 at 190 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #296.

Boreal Capital Management first reported a position in D in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.7K in Q3 2025. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Boreal Capital Management held 190 shares of Dominion Energy worth $13K as of Q2 2026.
  • Boreal Capital Management left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.01% of Boreal Capital Management's portfolio in Q2 2026, its #296 holding.
  • Boreal Capital Management first reported a position in Dominion Energy in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's Dominion Energy position peaked at $17.7K in Q3 2025.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.