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NBC Securities’s Dominion Energy D Stock Holding History

NBC Securities’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 		$44.2K Sell
646
-245
-27% -$15.9K ﹤0.01% 1328
2026
Q1 		$55.1K Sell
891
-122
-12% -$7.54K ﹤0.01% 1282
2025
Q4 		$59.4K Buy
1,013
+20
+2% +$1.21K ﹤0.01% 1285
2025
Q3 		$60.8K Buy
993
+169
+21% +$10K ﹤0.01% 1248
2025
Q2 		$46K Sell
824
-1,139
-58% -$62.4K ﹤0.01% 1362
2025
Q1 		$110K Buy
1,963
+1,962
+196,200% +$108K 0.01% 961
2024
Q4 		$87 Sell
1
-3,133
-100% -$179K 0.01% 950
2024
Q3 		$181K Sell
3,134
-666
-18% -$36.4K 0.02% 812
2024
Q2 		$186K Sell
3,800
-4,091
-52% -$208K 0.02% 774
2024
Q1 		$388K Sell
7,891
-57,380
-88% -$2.68M 0.04% 518
2023
Q4 		$3.07M Buy
65,271
+54,974
+534% +$2.45M 0.31% 73
2023
Q3 		$459K Buy
+10,297
New +$511K 0.05% 408

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 $3.37T AUM 44.26% 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

NBC Securities's D Position: Q2 2026 in Review

NBC Securities reduced its Dominion Energy (D) stake by 27% in Q2 2026, selling an estimated $15.9K and leaving 646 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

NBC Securities first reported a position in D in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.07M in Q4 2023. 1,546 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • NBC Securities held 646 shares of Dominion Energy worth $44.2K as of Q2 2026.
  • NBC Securities sold 245 Dominion Energy shares in Q2 2026, an estimated $15.9K.
  • Dominion Energy made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1328 holding.
  • NBC Securities first reported a position in Dominion Energy in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Dominion Energy position peaked at $3.07M in Q4 2023.
  • 1,546 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.