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Bramshill Investments’s Dominion Energy D Stock Holding History

Bramshill Investments’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 		– Sell
-11,882
Closed -$735K – 164
2026
Q1 		$735K Buy
+11,882
New +$734K 0.06% 92
2024
Q1 		– Sell
-810
Closed -$38.7K – 146
2023
Q4 		$38.7K Hold
810
– – ﹤0.01% 165
2023
Q3 		$38.7K Sell
810
-50
-6% -$2.48K ﹤0.01% 123
2023
Q2 		$44.6K Sell
860
-34,111
-98% -$1.85M ﹤0.01% 138
2023
Q1 		$1.96M Buy
34,971
+378
+1% +$22.1K 0.23% 49
2022
Q4 		$2.12M Buy
34,593
+3,379
+11% +$212K 0.25% 52
2022
Q3 		$2.16M Buy
+31,214
New +$2.52M 0.31% 49
2020
Q4 		– Sell
-12,399
Closed -$979K – 148
2020
Q3 		$979K Buy
12,399
+783
+7% +$61.5K 0.14% 49
2020
Q2 		$943K Buy
11,616
+36
+0.3% +$2.89K 0.15% 52
2020
Q1 		$836K Buy
+11,580
New +$946K 0.16% 65

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

Bramshill Investments's D Position: Q2 2026 in Review

Bramshill Investments sold out of Dominion Energy (D) in Q2 2026, closing a stake of 11,882 shares — an estimated $735K sold.

Bramshill Investments first reported a position in D in Q1 2020 and held it in 10 quarters. The position peaked at $2.16M in Q3 2022. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Bramshill Investments reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • Bramshill Investments sold 11,882 Dominion Energy shares in Q2 2026, an estimated $735K.
  • Bramshill Investments first reported a position in Dominion Energy in Q1 2020 and held it in 10 quarters.
  • Bramshill Investments's Dominion Energy position peaked at $2.16M in Q3 2022.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Bramshill Investments's 13F filing for Q2 2026, filed 14 Aug 2026.