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Brookwood Investment Group’s Dominion Energy D Stock Holding History

Brookwood Investment 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
2026
Q1 		– Sell
-4,775
Closed -$280K – 537
2025
Q4 		$280K Sell
4,775
-1,953
-29% -$118K 0.03% 410
2025
Q3 		$412K Buy
+6,728
New +$400K 0.05% 308

Other funds holding D

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brookwood Investment Group's D Position: Q1 2026 in Review

Brookwood Investment Group sold out of Dominion Energy (D) in Q1 2026, closing a stake of 4,775 shares — an estimated $280K sold.

Brookwood Investment Group first reported a position in D in Q3 2025 and held it in 2 quarters. The position peaked at $412K in Q3 2025. 1,486 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Brookwood Investment Group reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 4,775 Dominion Energy shares in Q1 2026, an estimated $280K.
  • Brookwood Investment Group first reported a position in Dominion Energy in Q3 2025 and held it in 2 quarters.
  • Brookwood Investment Group's Dominion Energy position peaked at $412K in Q3 2025.
  • 1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.