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Brown, Lisle/Cummings’s Dominion Energy D Stock Holding History

Brown, Lisle/Cummings’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 		$105K Hold
1,533
– – 0.02% 305
2026
Q1 		$94.8K Hold
1,533
– – 0.02% 289
2025
Q4 		$89.8K Hold
1,533
– – 0.02% 295
2025
Q3 		$93.8K Hold
1,533
– – 0.02% 286
2025
Q2 		$86.6K Hold
1,533
– – 0.02% 286
2025
Q1 		$86K Buy
1,533
+43
+3% +$2.37K 0.02% 284
2024
Q4 		$80.3K Sell
1,490
-2,276
-60% -$130K 0.02% 286
2024
Q3 		$218K Hold
3,766
– – 0.07% 197
2024
Q2 		$185K Buy
3,766
+990
+36% +$50.4K 0.06% 208
2024
Q1 		$137K Hold
2,776
– – 0.05% 224
2023
Q4 		$130K Buy
2,776
+2,276
+455% +$102K 0.05% 217
2023
Q3 		$22.3K Hold
500
– – 0.01% 327
2023
Q2 		$25.9K Sell
500
-111
-18% -$6.03K 0.01% 316
2023
Q1 		$34.2K Hold
611
– – 0.02% 292
2022
Q4 		$37.5K Sell
611
-124
-17% -$7.79K 0.02% 277
2022
Q3 		$50.8K Hold
735
– – 0.03% 252
2022
Q2 		$58.7K Hold
735
– – 0.03% 245
2022
Q1 		$62.5K Hold
735
– – 0.03% 244
2021
Q4 		$57.7K Buy
+735
New +$55.3K 0.03% 255

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 $3.38T AUM 44.17% 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

Brown, Lisle/Cummings's D Position: Q2 2026 in Review

Brown, Lisle/Cummings held its Dominion Energy (D) position steady in Q2 2026 at 1,533 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #305.

Brown, Lisle/Cummings first reported a position in D in Q4 2021 and has held it in 19 quarters since. The position peaked at $218K in Q3 2024. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Brown, Lisle/Cummings held 1,533 shares of Dominion Energy worth $105K as of Q2 2026.
  • Brown, Lisle/Cummings left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.02% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #305 holding.
  • Brown, Lisle/Cummings first reported a position in Dominion Energy in Q4 2021 and has held it in 19 quarters since.
  • Brown, Lisle/Cummings's Dominion Energy position peaked at $218K in Q3 2024.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.