Bullock Wealth Management’s Dominion Energy D Stock Holding History

Bullock Wealth Management’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	$384K	Buy	5,663 +522	+10%	+$33.9K	0.17%	125
2026 Q1	$319K	Buy	5,141 +26	+0.5%	+$1.61K	0.16%	125
2025 Q4	$300K	Buy	5,115 +28	+0.6%	+$1.69K	0.15%	129
2025 Q3	$310K	Buy	5,087 +18	+0.4%	+$1.07K	0.15%	121
2025 Q2	$292K	Sell	5,069 -118	-2%	-$6.47K	0.15%	116
2025 Q1	$292K	Buy	5,187 +30	+0.6%	+$1.65K	0.16%	118
2024 Q4	$278K	Buy	5,157 +31	+0.6%	+$1.77K	0.16%	118
2024 Q3	$299K	Buy	5,126 +219	+4%	+$12K	0.18%	110
2024 Q2	$236K	Buy	4,907 +60	+1%	+$3.06K	0.15%	121
2024 Q1	$238K	Buy	+4,847	New	+$226K	0.16%	123

Other funds holding D

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

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

Bullock Wealth Management's D Position: Q2 2026 in Review

Bullock Wealth Management increased its Dominion Energy (D) stake by 10% in Q2 2026, buying an estimated $33.9K and bringing the position to 5,663 shares worth $384K. The position accounts for 0.17% of the portfolio, ranked #125.

Bullock Wealth Management first reported a position in D in Q1 2024 and has held it in 10 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

Bullock Wealth Management held 5,663 shares of Dominion Energy worth $384K as of Q2 2026.
Bullock Wealth Management bought 522 Dominion Energy shares in Q2 2026, an estimated $33.9K.
Dominion Energy made up 0.17% of Bullock Wealth Management's portfolio in Q2 2026, its #125 holding.
Bullock Wealth Management first reported a position in Dominion Energy in Q1 2024 and has held it in 10 quarters since.
1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.