J. Safra Asset Management’s Dominion Energy D Stock Holding History

J. Safra 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 Q2	$4.1K	Hold	60	–	–	﹤0.01%	533
2026 Q1	$3.71K	Hold	60	–	–	﹤0.01%	519
2025 Q4	$3.52K	Hold	60	–	–	﹤0.01%	475
2025 Q3	$3.67K	Buy	+60	New	+$3.57K	﹤0.01%	335
2016 Q3	–	Sell	-145	Closed	-$11K	–	171
2016 Q2	$11K	Sell	145 -2,956	-95%	-$214K	0.02%	232
2016 Q1	$233K	Buy	+3,101	New	+$219K	0.19%	92

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

J. Safra Asset Management's D Position: Q2 2026 in Review

J. Safra Asset Management held its Dominion Energy (D) position steady in Q2 2026 at 60 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

J. Safra Asset Management first reported a position in D in Q1 2016 and has held it in 6 quarters since. The position peaked at $233K in Q1 2016. 1,553 funds tracked by Wall St. Rank hold D as of Q2 2026.

J. Safra Asset Management held 60 shares of Dominion Energy worth $4.1K as of Q2 2026.
J. Safra Asset Management left its Dominion Energy share count unchanged in Q2 2026.
Dominion Energy made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #533 holding.
J. Safra Asset Management first reported a position in Dominion Energy in Q1 2016 and has held it in 6 quarters since.
J. Safra Asset Management's Dominion Energy position peaked at $233K in Q1 2016.
1,553 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.