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Burnham & Co’s Dominion Energy D Stock Holding History

Burnham & Co’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 		$34.1K Buy
+500
New +$32.5K 0.03% 135

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State Street
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Vanguard Portfolio Management
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Wellington Management Group
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Massachusetts Financial Services
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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

Burnham & Co's D Position: Q2 2026 in Review

Burnham & Co opened a new position in Dominion Energy (D) in Q2 2026: 500 shares worth $34.1K. The stake represents 0.03% of the portfolio and ranks #135 among its holdings.

1,535 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Burnham & Co held 500 shares of Dominion Energy worth $34.1K as of Q2 2026.
  • Dominion Energy was a new Burnham & Co position in Q2 2026.
  • Dominion Energy made up 0.03% of Burnham & Co's portfolio in Q2 2026, its #135 holding.
  • 1,535 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Burnham & Co's 13F filing for Q2 2026, filed 11 Aug 2026.