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Byrne Asset Management’s Dominion Energy D Stock Holding History

Byrne Asset 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
Q3 		$36.8K Hold
605
– – 0.02% 313
2026
Q2 		$41.3K Hold
605
– – 0.02% 307
2026
Q1 		$37.4K Sell
605
-70
-10% -$4.32K 0.02% 300
2025
Q4 		$39.5K Sell
675
-200
-23% -$12K 0.02% 296
2025
Q3 		$53.5K Sell
875
-75
-8% -$4.46K 0.03% 227
2025
Q2 		$53.7K Hold
950
– – 0.04% 216
2025
Q1 		$53.3K Hold
950
– – 0.04% 194
2024
Q4 		$51.2K Sell
950
-150
-14% -$8.56K 0.04% 195
2024
Q3 		$63.6K Hold
1,100
– – 0.04% 182
2024
Q2 		$54.6K Sell
1,100
-200
-15% -$10.2K 0.04% 190
2024
Q1 		$63.9K Sell
1,300
-300
-19% -$14K 0.04% 186
2023
Q4 		$74.4K Buy
1,600
+350
+28% +$15.6K 0.06% 170
2023
Q3 		$56K Buy
+1,250
New +$62.1K 0.05% 182
2023
Q2 		– Sell
-1,100
Closed -$59.8K – 213
2023
Q1 		$62K Hold
1,100
– – 0.04% 209
2022
Q4 		$67.5K Buy
1,100
+365
+50% +$22.9K 0.05% 202
2022
Q3 		$51K Hold
735
– – 0.04% 198
2022
Q2 		$59K Hold
735
– – 0.04% 178
2022
Q1 		$62K Sell
735
-370
-33% -$29.7K 0.04% 199
2021
Q4 		$87K Buy
+1,105
New +$83.1K 0.06% 181

Other funds holding D

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Byrne Asset Management's D Position: Q3 2026 in Review

Byrne Asset Management held its Dominion Energy (D) position steady in Q3 2026 at 605 shares worth $36.8K. The position accounts for 0.02% of the portfolio, ranked #313.

Byrne Asset Management first reported a position in D in Q4 2021 and has held it in 19 quarters since. The position peaked at $87K in Q4 2021. 78 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • Byrne Asset Management held 605 shares of Dominion Energy worth $36.8K as of Q3 2026.
  • Byrne Asset Management left its Dominion Energy share count unchanged in Q3 2026.
  • Dominion Energy made up 0.02% of Byrne Asset Management's portfolio in Q3 2026, its #313 holding.
  • Byrne Asset Management first reported a position in Dominion Energy in Q4 2021 and has held it in 19 quarters since.
  • Byrne Asset Management's Dominion Energy position peaked at $87K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.