Bradley & Co Private Wealth Management’s Dominion Energy D Stock Holding History

Bradley & Co Private Wealth 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 Q1	$2.72K	Hold	44	–	–	﹤0.01%	178
2025 Q4	$2.58K	Hold	44	–	–	﹤0.01%	177
2025 Q3	$2.69K	Hold	44	–	–	﹤0.01%	175
2025 Q2	$2.49K	Hold	44	–	–	﹤0.01%	166
2025 Q1	$2.47K	Hold	44	–	–	﹤0.01%	162
2024 Q4	$2.37K	Buy	+44	New	+$2.51K	﹤0.01%	160
2024 Q2	$2.16K	Hold	44	–	–	﹤0.01%	157
2024 Q1	$2.16K	Hold	44	–	–	﹤0.01%	162
2023 Q4	$2.07K	Hold	44	–	–	﹤0.01%	173
2023 Q3	$1.97K	Hold	44	–	–	﹤0.01%	156
2023 Q2	$2.28K	Hold	44	–	–	﹤0.01%	156
2023 Q1	$2.46K	Hold	44	–	–	﹤0.01%	153
2022 Q4	$2.7K	Hold	44	–	–	﹤0.01%	155
2022 Q3	$3K	Hold	44	–	–	﹤0.01%	158
2022 Q2	$4K	Hold	44	–	–	﹤0.01%	153
2022 Q1	$4K	Hold	44	–	–	﹤0.01%	137
2021 Q4	$3K	Hold	44	–	–	﹤0.01%	143
2021 Q3	$3K	Hold	44	–	–	﹤0.01%	148
2021 Q2	$3K	Hold	44	–	–	﹤0.01%	151
2021 Q1	$3K	Buy	+44	New	+$3.2K	﹤0.01%	154

Other funds holding D

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Bradley & Co Private Wealth Management's D Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Dominion Energy (D) position steady in Q1 2026 at 44 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Bradley & Co Private Wealth Management first reported a position in D in Q1 2021 and has held it in 20 quarters since. The position peaked at $4K in Q2 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Bradley & Co Private Wealth Management held 44 shares of Dominion Energy worth $2.72K as of Q1 2026.
Bradley & Co Private Wealth Management left its Dominion Energy share count unchanged in Q1 2026.
Dominion Energy made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #178 holding.
Bradley & Co Private Wealth Management first reported a position in Dominion Energy in Q1 2021 and has held it in 20 quarters since.
Bradley & Co Private Wealth Management's Dominion Energy position peaked at $4K in Q2 2022.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.