HFRG
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Houlihan Financial Resource Group’s Dominion Energy D Stock Holding History

Houlihan Financial Resource Group’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 		$591K Buy
8,651
+7
+0.1% +$455 0.21% 73
2026
Q1 		$534K Buy
8,644
+8
+0.1% +$494 0.21% 72
2025
Q4 		$508K Buy
+8,636
New +$520K 0.19% 75
2025
Q3 		– Sell
-8,635
Closed -$490K – 80
2025
Q2 		$490K Buy
8,635
+8
+0.1% +$438 0.2% 73
2025
Q1 		$484K Buy
8,627
+8
+0.1% +$440 0.22% 69
2024
Q4 		$464K Sell
8,619
-792
-8% -$45.2K 0.2% 73
2024
Q3 		$544K Buy
9,411
+8
+0.1% +$437 0.23% 68
2024
Q2 		$461K Buy
9,403
+8
+0.1% +$408 0.31% 44
2024
Q1 		$462K Buy
9,395
+9
+0.1% +$420 0.21% 75
2023
Q4 		$441K Buy
9,386
+9
+0.1% +$402 0.21% 68
2023
Q3 		$410K Sell
9,377
-117,755
-93% -$5.85M 0.22% 70
2023
Q2 		$6.89M Buy
127,132
+117,771
+1,258% +$6.4M 0.21% 44
2023
Q1 		$523K Sell
9,361
-192
-2% -$11.2K 0.29% 60
2022
Q4 		$588K Buy
9,553
+6
+0.1% +$377 0.34% 56
2022
Q3 		$639K Buy
+9,547
New +$771K 0.39% 53
2020
Q3 		$826K Buy
+9,643
New +$758K 0.48% 45
2020
Q1 		$783K Buy
10,851
+8
+0.1% +$653 0.68% 41
2019
Q4 		$898K Buy
+10,843
New +$886K 0.58% 43

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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

Houlihan Financial Resource Group's D Position: Q2 2026 in Review

Houlihan Financial Resource Group increased its Dominion Energy (D) stake by 0.08% in Q2 2026, buying an estimated $455 and bringing the position to 8,651 shares worth $591K. The position accounts for 0.21% of the portfolio, ranked #73.

Houlihan Financial Resource Group first reported a position in D in Q4 2019 and has held it in 18 quarters since. The position peaked at $6.89M in Q2 2023. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Houlihan Financial Resource Group held 8,651 shares of Dominion Energy worth $591K as of Q2 2026.
  • Houlihan Financial Resource Group bought 7 Dominion Energy shares in Q2 2026, an estimated $455.
  • Dominion Energy made up 0.21% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #73 holding.
  • Houlihan Financial Resource Group first reported a position in Dominion Energy in Q4 2019 and has held it in 18 quarters since.
  • Houlihan Financial Resource Group's Dominion Energy position peaked at $6.89M in Q2 2023.
  • 1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.