Legacy Bridge’s Dominion Energy D Stock Holding History

Legacy Bridge’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 Q1	$15.1K	Hold	245	–	–	0.01%	264
2025 Q4	$14.4K	Hold	245	–	–	0.01%	282
2025 Q3	$15K	Hold	245	–	–	0.01%	250
2025 Q2	$13.8K	Hold	245	–	–	0.01%	243
2025 Q1	$13.7K	Hold	245	–	–	0.01%	230
2024 Q4	$13.2K	Hold	245	–	–	0.01%	248
2024 Q3	$14.2K	Hold	245	–	–	0.01%	243
2024 Q2	$12K	Hold	245	–	–	0.01%	241
2024 Q1	$12.1K	Hold	245	–	–	0.01%	257
2023 Q4	$11.5K	Hold	245	–	–	0.01%	250
2023 Q3	$10.9K	Hold	245	–	–	0.01%	248
2023 Q2	$12.7K	Hold	245	–	–	0.01%	250
2023 Q1	$13.7K	Hold	245	–	–	0.01%	249
2022 Q4	$15K	Hold	245	–	–	0.01%	244
2022 Q3	$17K	Hold	245	–	–	0.01%	218
2022 Q2	$20K	Hold	245	–	–	0.01%	222
2022 Q1	$21K	Hold	245	–	–	0.01%	231
2021 Q4	$19K	Hold	245	–	–	0.01%	240
2021 Q3	$18K	Hold	245	–	–	0.01%	235
2021 Q2	$18K	Hold	245	–	–	0.01%	240
2021 Q1	$19K	Hold	245	–	–	0.01%	236
2020 Q4	$18K	Hold	245	–	–	0.01%	229
2020 Q3	$19K	Hold	245	–	–	0.02%	216
2020 Q2	$20K	Hold	245	–	–	0.02%	218
2020 Q1	$18K	Buy	+245	New	+$20K	0.02%	204

Other funds holding D

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Bridge's D Position: Q1 2026 in Review

Legacy Bridge held its Dominion Energy (D) position steady in Q1 2026 at 245 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #264.

Legacy Bridge first reported a position in D in Q1 2020 and has held it in 25 quarters since. The position peaked at $21K in Q1 2022. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

Legacy Bridge held 245 shares of Dominion Energy worth $15.1K as of Q1 2026.
Legacy Bridge left its Dominion Energy share count unchanged in Q1 2026.
Dominion Energy made up 0.01% of Legacy Bridge's portfolio in Q1 2026, its #264 holding.
Legacy Bridge first reported a position in Dominion Energy in Q1 2020 and has held it in 25 quarters since.
Legacy Bridge's Dominion Energy position peaked at $21K in Q1 2022.
1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.