Coastal Bridge Advisors’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.99M Buy
29,144
+337
+1% +$21.9K 0.12% 168
2026
Q1
$1.78M Buy
28,807
+4,463
+18% +$276K 0.13% 169
2025
Q4
$1.43M Buy
24,344
+452
+2% +$27.2K 0.11% 185
2025
Q3
$1.46M Buy
+23,892
New +$1.42M 0.11% 178

Other funds holding D

Coastal Bridge Advisors's D Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Dominion Energy (D) stake by 1.2% in Q2 2026, buying an estimated $21.9K and bringing the position to 29,144 shares worth $1.99M. The position accounts for 0.12% of the portfolio, ranked #168.

Coastal Bridge Advisors first reported a position in D in Q3 2025 and has held it in 4 quarters since. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Coastal Bridge Advisors held 29,144 shares of Dominion Energy worth $1.99M as of Q2 2026.
  • Coastal Bridge Advisors bought 337 Dominion Energy shares in Q2 2026, an estimated $21.9K.
  • Dominion Energy made up 0.12% of Coastal Bridge Advisors's portfolio in Q2 2026, its #168 holding.
  • Coastal Bridge Advisors first reported a position in Dominion Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.