James T. Borello
D icon

James T. Borello’s Dominion Energy D Stock Holding History

James T. Borello’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
Q3 		$21.5K Buy
356
+85
+31% +$5.71K ﹤0.01% 401
2026
Q2 		$18.5K Sell
271
-66
-20% -$4.29K ﹤0.01% 431
2026
Q1 		$20.8K Buy
337
+246
+270% +$15.2K 0.01% 367
2025
Q4 		$5.33K Sell
91
-9
-9% -$542 ﹤0.01% 554
2025
Q3 		$6.12K Buy
+100
New +$5.94K ﹤0.01% 403

Other funds holding D

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

James T. Borello's D Position: Q3 2026 in Review

James T. Borello increased its Dominion Energy (D) stake by 31% in Q3 2026, buying an estimated $5.71K and bringing the position to 356 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

James T. Borello first reported a position in D in Q3 2025 and has held it in 5 quarters since. 645 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • James T. Borello held 356 shares of Dominion Energy worth $21.5K as of Q3 2026.
  • James T. Borello bought 85 Dominion Energy shares in Q3 2026, an estimated $5.71K.
  • Dominion Energy made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #401 holding.
  • James T. Borello first reported a position in Dominion Energy in Q3 2025 and has held it in 5 quarters since.
  • 645 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.