Burk Holdings’s Dominion Energy D Stock Holding History

Burk Holdings’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	$2.32K	Hold	34	–	–	﹤0.01%	483
2026 Q1	$2.1K	Buy	+34	New	+$2.1K	﹤0.01%	497

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 $3.37T AUM 44.26% 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

Burk Holdings's D Position: Q2 2026 in Review

Burk Holdings held its Dominion Energy (D) position steady in Q2 2026 at 34 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Burk Holdings first reported a position in D in Q1 2026 and has held it in 2 quarters since. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

Burk Holdings held 34 shares of Dominion Energy worth $2.32K as of Q2 2026.
Burk Holdings left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #483 holding.
Burk Holdings first reported a position in Dominion Energy in Q1 2026 and has held it in 2 quarters since.
1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.