Burkett Financial Services’s Dominion Energy D Stock Holding History

Burkett Financial Services’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 Q3	$102K	Buy	1,680 +17	+1%	+$1.14K	0.03%	87
2026 Q2	$114K	Sell	1,663 -1,749	-51%	-$114K	0.04%	67
2026 Q1	$211K	Buy	3,412 +37	+1%	+$2.29K	0.07%	47
2025 Q4	$198K	Buy	3,375 +907	+37%	+$54.6K	0.07%	54
2025 Q3	$151K	Buy	2,468 +27	+1%	+$1.6K	0.05%	59
2025 Q2	$138K	Buy	2,441 +29	+1%	+$1.59K	0.05%	57
2025 Q1	$135K	Buy	2,412 +29	+1%	+$1.59K	0.06%	56
2024 Q4	$128K	Buy	2,383 +29	+1%	+$1.65K	0.05%	57
2024 Q3	$136K	Buy	2,354 +27	+1%	+$1.48K	0.06%	53
2024 Q2	$114K	Buy	2,327 +30	+1%	+$1.53K	0.06%	52
2024 Q1	$113K	Buy	2,297 +31	+1%	+$1.45K	0.06%	57
2023 Q4	$106K	Buy	+2,266	New	+$101K	0.06%	57

Other funds holding D

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Burkett Financial Services's D Position: Q3 2026 in Review

Burkett Financial Services increased its Dominion Energy (D) stake by 1% in Q3 2026, buying an estimated $1.14K and bringing the position to 1,680 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #87.

Burkett Financial Services first reported a position in D in Q4 2023 and has held it in 12 quarters since. The position peaked at $211K in Q1 2026. 13 funds tracked by Wall St. Rank hold D as of Q3 2026.

Burkett Financial Services held 1,680 shares of Dominion Energy worth $102K as of Q3 2026.
Burkett Financial Services bought 17 Dominion Energy shares in Q3 2026, an estimated $1.14K.
Dominion Energy made up 0.03% of Burkett Financial Services's portfolio in Q3 2026, its #87 holding.
Burkett Financial Services first reported a position in Dominion Energy in Q4 2023 and has held it in 12 quarters since.
Burkett Financial Services's Dominion Energy position peaked at $211K in Q1 2026.
13 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.