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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown, Lisle/Cummings's D Position: Q1 2026 in Review

Brown, Lisle/Cummings held its Dominion Energy (D) position steady in Q1 2026 at 1,533 shares worth $94.8K. The position accounts for 0.02% of the portfolio, ranked #289.

Brown, Lisle/Cummings first reported a position in D in Q4 2021 and has held it in 18 quarters since. The position peaked at $218K in Q3 2024. 1,486 funds tracked by Wall St. Rank hold D as of Q1 2026.

Brown, Lisle/Cummings held 1,533 shares of Dominion Energy worth $94.8K as of Q1 2026.
Brown, Lisle/Cummings left its Dominion Energy share count unchanged in Q1 2026.
Dominion Energy made up 0.02% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #289 holding.
Brown, Lisle/Cummings first reported a position in Dominion Energy in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's Dominion Energy position peaked at $218K in Q3 2024.
1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.