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Bradley Foster & Sargent’s Dominion Energy D Stock Holding History

Bradley Foster & Sargent’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 		$1.77M Sell
28,710
-800
-3% -$49.4K 0.03% 234
2025
Q4 		$1.73M Sell
29,510
-990
-3% -$59.6K 0.03% 238
2025
Q3 		$1.87M Sell
30,500
-11,955
-28% -$711K 0.03% 235
2025
Q2 		$2.4M Sell
42,455
-3,977
-9% -$218K 0.04% 205
2025
Q1 		$2.6M Sell
46,432
-323
-0.7% -$17.8K 0.04% 182
2024
Q4 		$2.52M Sell
46,755
-814
-2% -$46.4K 0.04% 190
2024
Q3 		$2.75M Sell
47,569
-1,015
-2% -$55.5K 0.05% 177
2024
Q2 		$2.38M Sell
48,584
-2,922
-6% -$149K 0.04% 185
2024
Q1 		$2.53M Sell
51,506
-927
-2% -$43.3K 0.05% 186
2023
Q4 		$2.46M Buy
52,433
+1,264
+2% +$56.4K 0.05% 184
2023
Q3 		$2.65M Hold
51,169
– – 0.06% 186
2023
Q2 		$2.65M Buy
51,169
+1,672
+3% +$90.9K 0.06% 186
2023
Q1 		$2.77M Buy
49,497
+7,231
+17% +$423K 0.07% 166
2022
Q4 		$2.59M Sell
42,266
-288
-0.7% -$18.1K 0.07% 165
2022
Q3 		$2.94M Buy
42,554
+190
+0.4% +$15.3K 0.08% 154
2022
Q2 		$3.38M Buy
42,364
+28
+0.1% +$2.31K 0.09% 144
2022
Q1 		$3.6M Buy
42,336
+1,232
+3% +$98.9K 0.08% 157
2021
Q4 		$3.23M Buy
41,104
+327
+0.8% +$24.6K 0.07% 162
2021
Q3 		$2.98M Sell
40,777
-6,297
-13% -$480K 0.07% 151
2021
Q2 		$3.46M Sell
47,074
-1,832
-4% -$141K 0.08% 146
2021
Q1 		$3.71M Sell
48,906
-1,600
-3% -$116K 0.09% 140
2020
Q4 		$3.8M Sell
50,506
-350
-0.7% -$27.8K 0.1% 131
2020
Q3 		$4.01M Buy
+50,856
New +$3.99M 0.12% 123
2020
Q1 		$3.73M Sell
51,689
-5,848
-10% -$478K 0.15% 108
2019
Q4 		$4.76M Buy
57,537
+369
+0.6% +$30.1K 0.15% 118
2019
Q3 		$4.63M Sell
57,168
-1,475
-3% -$114K 0.15% 112
2019
Q2 		$4.53M Sell
58,643
-2,457
-4% -$187K 0.15% 112
2019
Q1 		$4.68M Buy
61,100
+481
+0.8% +$35.1K 0.16% 112
2018
Q4 		$4.33M Sell
60,619
-129
-0.2% -$9.43K 0.17% 107
2018
Q3 		$4.27M Sell
60,748
-485
-0.8% -$34.3K 0.14% 125
2018
Q2 		$4.17M Buy
61,233
+1,909
+3% +$124K 0.15% 125
2018
Q1 		$4M Sell
59,324
-86
-0.1% -$6.35K 0.15% 122
2017
Q4 		$4.82M Sell
59,410
-2,959
-5% -$240K 0.17% 112
2017
Q3 		$4.8M Buy
62,369
+1,250
+2% +$97.2K 0.18% 107
2017
Q2 		$4.68M Sell
61,119
-651
-1% -$51.2K 0.19% 102
2017
Q1 		$4.79M Sell
61,770
-1,154
-2% -$87.3K 0.19% 100
2016
Q4 		$4.82M Buy
62,924
+2,575
+4% +$190K 0.2% 99
2016
Q3 		$4.48M Sell
60,349
-250
-0.4% -$19K 0.2% 100
2016
Q2 		$4.72M Sell
60,599
-550
-0.9% -$39.9K 0.21% 98
2016
Q1 		$4.59M Sell
61,149
-917
-1% -$64.9K 0.21% 95
2015
Q4 		$4.2M Sell
62,066
-2,742
-4% -$189K 0.19% 102
2015
Q3 		$4.56M Sell
64,808
-1,650
-2% -$116K 0.22% 92
2015
Q2 		$4.44M Sell
66,458
-2,532
-4% -$178K 0.2% 101
2015
Q1 		$4.89M Sell
68,990
-1,891
-3% -$140K 0.22% 102
2014
Q4 		$5.45M Sell
70,881
-2,600
-4% -$188K 0.26% 92
2014
Q3 		$5.08M Buy
73,481
+150
+0.2% +$10.4K 0.24% 100
2014
Q2 		$5.25M Sell
73,331
-3,058
-4% -$215K 0.26% 96
2014
Q1 		$5.42M Sell
76,389
-3,225
-4% -$220K 0.28% 92
2013
Q4 		$5.15M Sell
79,614
-2,406
-3% -$155K 0.27% 95
2013
Q3 		$5.13M Sell
82,020
-2,213
-3% -$131K 0.3% 94
2013
Q2 		$4.79M Buy
+84,233
New +$4.93M 0.3% 93

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bradley Foster & Sargent's D Position: Q1 2026 in Review

Bradley Foster & Sargent reduced its Dominion Energy (D) stake by 2.7% in Q1 2026, selling an estimated $49.4K and leaving 28,710 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #234.

Bradley Foster & Sargent first reported a position in D in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.45M in Q4 2014. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Bradley Foster & Sargent held 28,710 shares of Dominion Energy worth $1.77M as of Q1 2026.
  • Bradley Foster & Sargent sold 800 Dominion Energy shares in Q1 2026, an estimated $49.4K.
  • Dominion Energy made up 0.03% of Bradley Foster & Sargent's portfolio in Q1 2026, its #234 holding.
  • Bradley Foster & Sargent first reported a position in Dominion Energy in Q2 2013 and has held it in 51 quarters since.
  • Bradley Foster & Sargent's Dominion Energy position peaked at $5.45M in Q4 2014.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.