BGAI
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Bruce G. Allen Investments’s Dominion Energy D Stock Holding History

Bruce G. Allen 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 		$76.5K Sell
1,120
-3
-0.3% -$195 0.05% 198
2026
Q1 		$69.4K Buy
1,123
+18
+2% +$1.11K 0.05% 206
2025
Q4 		$64.7K Buy
1,105
+68
+7% +$4.1K 0.04% 226
2025
Q3 		$63.4K Hold
1,037
– – 0.05% 234
2025
Q2 		$58.6K Sell
1,037
-195
-16% -$10.7K 0.04% 236
2025
Q1 		$69.1K Hold
1,232
– – 0.05% 192
2024
Q4 		$66.4K Buy
1,232
+117
+10% +$6.67K 0.05% 212
2024
Q3 		$64.4K Buy
1,115
+16
+1% +$874 0.05% 220
2024
Q2 		$53.9K Buy
1,099
+60
+6% +$3.06K 0.05% 226
2024
Q1 		$51.1K Sell
1,039
-8
-0.8% -$374 0.04% 237
2023
Q4 		$49.2K Buy
+1,047
New +$46.7K 0.04% 230

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

Bruce G. Allen Investments's D Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Dominion Energy (D) stake by 0.27% in Q2 2026, selling an estimated $195 and leaving 1,120 shares worth $76.5K. The position accounts for 0.05% of the portfolio, ranked #198.

Bruce G. Allen Investments first reported a position in D in Q4 2023 and has held it in 11 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Bruce G. Allen Investments held 1,120 shares of Dominion Energy worth $76.5K as of Q2 2026.
  • Bruce G. Allen Investments sold 3 Dominion Energy shares in Q2 2026, an estimated $195.
  • Dominion Energy made up 0.05% of Bruce G. Allen Investments's portfolio in Q2 2026, its #198 holding.
  • Bruce G. Allen Investments first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.