JCFM
D icon

JBR Co Financial Management’s Dominion Energy D Stock Holding History

JBR Co Financial 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 		– Sell
-5,932
Closed -$348K – 136
2026
Q1 		$348K Hold
5,932
– – 0.15% 96
2025
Q4 		$348K Sell
5,932
-1,250
-17% -$75.3K 0.15% 96
2025
Q3 		$439K Sell
7,182
-150
-2% -$8.92K 0.19% 81
2025
Q2 		$414K Sell
7,332
-343
-4% -$18.8K 0.2% 78
2025
Q1 		$430K Hold
7,675
– – 0.25% 73
2024
Q4 		$413K Hold
7,675
– – 0.25% 75
2024
Q3 		$444K Buy
7,675
+59
+0.8% +$3.22K 0.29% 69
2024
Q2 		$373K Hold
7,616
– – 0.26% 70
2024
Q1 		$375K Sell
7,616
-100
-1% -$4.67K 0.3% 64
2023
Q4 		$363K Buy
+7,716
New +$344K 0.34% 61

Other funds holding D

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JBR Co Financial Management's D Position: Q2 2026 in Review

JBR Co Financial Management sold out of Dominion Energy (D) in Q2 2026, closing a stake of 5,932 shares — an estimated $348K sold.

JBR Co Financial Management first reported a position in D in Q4 2023 and held it in 10 quarters. The position peaked at $444K in Q3 2024. 353 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • JBR Co Financial Management reported no remaining Dominion Energy position as of Q2 2026 after selling out during the quarter.
  • JBR Co Financial Management sold 5,932 Dominion Energy shares in Q2 2026, an estimated $348K.
  • JBR Co Financial Management first reported a position in Dominion Energy in Q4 2023 and held it in 10 quarters.
  • JBR Co Financial Management's Dominion Energy position peaked at $444K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.