Halbert Hargrove Global 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
$321 Buy
+5
New +$325 ﹤0.01% 591
2025
Q4
Sell
-42
Closed -$2.57K 461
2025
Q3
$2.57K Buy
+42
New +$2.5K ﹤0.01% 519
2025
Q2
Sell
-25
Closed -$1.38K 393
2025
Q1
$1.38K Buy
+25
New +$1.38K ﹤0.01% 427

Other funds holding D

Halbert Hargrove Global Advisors's D Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Dominion Energy (D) in Q2 2026: 5 shares worth $321. The stake represents ﹤0.01% of the portfolio and ranks #591 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in D as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in D in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.57K in Q3 2025. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Halbert Hargrove Global Advisors held 5 shares of Dominion Energy worth $321 as of Q2 2026.
  • Dominion Energy was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Dominion Energy made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #591 holding.
  • Halbert Hargrove Global Advisors first reported a position in Dominion Energy in Q1 2025 and has held it in 3 quarters since.
  • Halbert Hargrove Global Advisors's Dominion Energy position peaked at $2.57K in Q3 2025.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.