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New England Capital Financial Advisors’s Dominion Energy D Stock Holding History

New England Capital Financial Advisors’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 		$10.1K Hold
148
– – ﹤0.01% 269
2026
Q1 		$9.15K Sell
148
-405
-73% -$25K ﹤0.01% 263
2025
Q4 		$32.4K Hold
553
– – 0.01% 161
2025
Q3 		$33.8K Buy
553
+88
+19% +$5.23K 0.01% 152
2025
Q2 		$26.3K Buy
465
+63
+16% +$3.45K 0.01% 160
2025
Q1 		$22.6K Buy
+402
New +$22.1K 0.01% 168

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

New England Capital Financial Advisors's D Position: Q2 2026 in Review

New England Capital Financial Advisors held its Dominion Energy (D) position steady in Q2 2026 at 148 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

New England Capital Financial Advisors first reported a position in D in Q1 2025 and has held it in 6 quarters since. The position peaked at $33.8K in Q3 2025. 1,187 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • New England Capital Financial Advisors held 148 shares of Dominion Energy worth $10.1K as of Q2 2026.
  • New England Capital Financial Advisors left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #269 holding.
  • New England Capital Financial Advisors first reported a position in Dominion Energy in Q1 2025 and has held it in 6 quarters since.
  • New England Capital Financial Advisors's Dominion Energy position peaked at $33.8K in Q3 2025.
  • 1,187 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.