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Newbridge Financial Services Group’s Dominion Energy D Stock Holding History

Newbridge Financial Services Group’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 		$349K Buy
5,105
+491
+11% +$31.9K 0.04% 191
2026
Q1 		$285K Buy
4,614
+1,498
+48% +$92.5K 0.05% 184
2025
Q4 		$183K Sell
3,116
-28
-0.9% -$1.69K 0.03% 243
2025
Q3 		$192K Sell
3,144
-196
-6% -$11.7K 0.03% 305
2025
Q2 		$189K Sell
3,340
-558
-14% -$30.6K 0.03% 302
2025
Q1 		$219K Sell
3,898
-2,542
-39% -$140K 0.05% 182
2024
Q4 		$347K Buy
6,440
+3,128
+94% +$178K 0.09% 155
2024
Q3 		$191K Buy
3,312
+1,080
+48% +$59K 0.07% 152
2024
Q2 		$109K Buy
2,232
+1,767
+380% +$90K 0.04% 253
2024
Q1 		$22.9K Sell
465
-148
-24% -$6.91K 0.01% 571
2023
Q4 		$28.8K Buy
613
+94
+18% +$4.2K 0.01% 516
2023
Q3 		$23.2K Buy
519
+3
+0.6% +$149 0.01% 606
2023
Q2 		$26.7K Sell
516
-258
-33% -$14K 0.01% 607
2023
Q1 		$43.3K Buy
774
+5
+0.7% +$293 0.02% 498
2022
Q4 		$47.2K Buy
769
+268
+53% +$16.8K 0.03% 478
2022
Q3 		$35K Sell
501
-10
-2% -$807 0.02% 541
2022
Q2 		$41K Buy
511
+1
+0.2% +$83 0.03% 447
2022
Q1 		$43K Sell
510
-12
-2% -$964 0.02% 514
2021
Q4 		$41K Sell
522
-136
-21% -$10.2K 0.02% 515
2021
Q3 		$48K Buy
658
+375
+133% +$28.6K 0.03% 421
2021
Q2 		$21K Buy
283
+27
+11% +$2.08K 0.01% 760
2021
Q1 		$19K Buy
256
+114
+80% +$8.28K 0.01% 701
2020
Q4 		$11K Hold
142
– – 0.01% 687
2020
Q3 		$11K Buy
+142
New +$11.2K 0.01% 645

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

Newbridge Financial Services Group's D Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Dominion Energy (D) stake by 11% in Q2 2026, buying an estimated $31.9K and bringing the position to 5,105 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #191.

Newbridge Financial Services Group first reported a position in D in Q3 2020 and has held it in 24 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Newbridge Financial Services Group held 5,105 shares of Dominion Energy worth $349K as of Q2 2026.
  • Newbridge Financial Services Group bought 491 Dominion Energy shares in Q2 2026, an estimated $31.9K.
  • Dominion Energy made up 0.04% of Newbridge Financial Services Group's portfolio in Q2 2026, its #191 holding.
  • Newbridge Financial Services Group first reported a position in Dominion Energy in Q3 2020 and has held it in 24 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.