RFG - Bristol Wealth Advisors’s Dominion Energy D Stock Holding History

RFG - Bristol Wealth 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	$367K	Sell	5,374 -66	-1%	-$4.29K	0.09%	131
2026 Q1	$336K	Sell	5,440 -96	-2%	-$5.93K	0.09%	134
2025 Q4	$324K	Sell	5,536 -95	-2%	-$5.72K	0.09%	139
2025 Q3	$344K	Sell	5,631 -186	-3%	-$11.1K	0.1%	132
2025 Q2	$329K	Sell	5,817 -4,844	-45%	-$265K	0.1%	137
2025 Q1	$598K	Buy	10,661 +3	+0%	+$165	0.2%	91
2024 Q4	$574K	Buy	+10,658	New	+$608K	0.19%	93

Other funds holding D

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RFG - Bristol Wealth Advisors's D Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors reduced its Dominion Energy (D) stake by 1.2% in Q2 2026, selling an estimated $4.29K and leaving 5,374 shares worth $367K. The position accounts for 0.09% of the portfolio, ranked #131.

RFG - Bristol Wealth Advisors first reported a position in D in Q4 2024 and has held it in 7 quarters since. The position peaked at $598K in Q1 2025. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

RFG - Bristol Wealth Advisors held 5,374 shares of Dominion Energy worth $367K as of Q2 2026.
RFG - Bristol Wealth Advisors sold 66 Dominion Energy shares in Q2 2026, an estimated $4.29K.
Dominion Energy made up 0.09% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #131 holding.
RFG - Bristol Wealth Advisors first reported a position in Dominion Energy in Q4 2024 and has held it in 7 quarters since.
RFG - Bristol Wealth Advisors's Dominion Energy position peaked at $598K in Q1 2025.
1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.