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
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: Q1 2026 in Review

Coastal Bridge Advisors increased its Dominion Energy (D) stake by 18% in Q1 2026, buying an estimated $276K and bringing the position to 28,807 shares worth $1.78M. The position accounts for 0.13% of the portfolio, ranked #169.

Coastal Bridge Advisors first reported a position in D in Q3 2025 and has held it in 3 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Coastal Bridge Advisors held 28,807 shares of Dominion Energy worth $1.78M as of Q1 2026.
  • Coastal Bridge Advisors bought 4,463 Dominion Energy shares in Q1 2026, an estimated $276K.
  • Dominion Energy made up 0.13% of Coastal Bridge Advisors's portfolio in Q1 2026, its #169 holding.
  • Coastal Bridge Advisors first reported a position in Dominion Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.