Richard Bernstein Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-23,506
| Closed | -$1.38M | – | 236 |
|
|
2025
Q4 | $1.38M | Sell |
23,506
-2,580
| -10% | -$155K | 0.04% | 103 |
|
|
2025
Q3 | $1.6M | Sell |
26,086
-26,555
| -50% | -$1.58M | 0.05% | 117 |
|
|
2025
Q2 | $2.98M | Buy |
+52,641
| New | +$2.88M | 0.07% | 142 |
|
|
2024
Q3 | – | Sell |
-53,011
| Closed | -$2.6M | – | 227 |
|
|
2024
Q2 | $2.6M | Hold |
53,011
| – | – | 0.06% | 177 |
|
|
2024
Q1 | $2.61M | Hold |
53,011
| – | – | 0.06% | 183 |
|
|
2023
Q4 | $2.49M | Buy |
53,011
+28
| +0.1% | +$1.25K | 0.06% | 176 |
|
|
2023
Q3 | $2.37M | Hold |
52,983
| – | – | 0.05% | 170 |
|
|
2023
Q2 | $2.74M | Hold |
52,983
| – | – | 0.06% | 124 |
|
|
2023
Q1 | $2.96M | Hold |
52,983
| – | – | 0.06% | 121 |
|
|
2022
Q4 | $3.25M | Hold |
52,983
| – | – | 0.07% | 115 |
|
|
2022
Q3 | $3.66M | Hold |
52,983
| – | – | 0.09% | 103 |
|
|
2022
Q2 | $4.23M | Buy |
52,983
+7,172
| +16% | +$592K | 0.09% | 108 |
|
|
2022
Q1 | $3.89M | Hold |
45,811
| – | – | 0.08% | 135 |
|
|
2021
Q4 | $3.6M | Buy |
+45,811
| New | +$3.45M | 0.07% | 147 |
|
|
2018
Q1 | – | Sell |
-7,454
| Closed | -$604K | – | 329 |
|
|
2017
Q4 | $604K | Hold |
7,454
| – | – | 0.03% | 200 |
|
|
2017
Q3 | $573K | Hold |
7,454
| – | – | 0.04% | 189 |
|
|
2017
Q2 | $571K | Sell |
7,454
-24,540
| -77% | -$1.93M | 0.04% | 181 |
|
|
2017
Q1 | $2.48M | Hold |
31,994
| – | – | 0.19% | 177 |
|
|
2016
Q4 | $2.45M | Hold |
31,994
| – | – | 0.21% | 173 |
|
|
2016
Q3 | $2.38M | Hold |
31,994
| – | – | 0.23% | 172 |
|
|
2016
Q2 | $2.49M | Hold |
31,994
| – | – | 0.24% | 163 |
|
|
2016
Q1 | $2.4M | Sell |
31,994
-44,509
| -58% | -$3.15M | 0.24% | 157 |
|
|
2015
Q4 | $5.17M | Hold |
76,503
| – | – | 0.66% | 53 |
|
|
2015
Q3 | $5.38M | Hold |
76,503
| – | – | 0.74% | 47 |
|
|
2015
Q2 | $5.12M | Buy |
76,503
+9,005
| +13% | +$634K | 0.62% | 55 |
|
|
2015
Q1 | $4.78M | Hold |
67,498
| – | – | 0.63% | 62 |
|
|
2014
Q4 | $5.19M | Hold |
67,498
| – | – | 0.54% | 72 |
|
|
2014
Q3 | $4.66M | Hold |
67,498
| – | – | 0.49% | 77 |
|
|
2014
Q2 | $4.83M | Hold |
67,498
| – | – | 0.57% | 64 |
|
|
2014
Q1 | $4.79M | Buy |
67,498
+39,684
| +143% | +$2.71M | 0.68% | 41 |
|
|
2013
Q4 | $1.8M | Hold |
27,814
| – | – | 0.36% | 97 |
|
|
2013
Q3 | $1.74M | Hold |
27,814
| – | – | 0.51% | 49 |
|
|
2013
Q2 | $1.58M | Buy |
+27,814
| New | +$1.63M | 0.52% | 53 |
|
Other funds holding D
Richard Bernstein Advisors's D Position: Q1 2026 in Review
Richard Bernstein Advisors sold out of Dominion Energy (D) in Q1 2026, closing a stake of 23,506 shares — an estimated $1.38M sold.
Richard Bernstein Advisors first reported a position in D in Q2 2013 and held it in 33 quarters. The position peaked at $5.38M in Q3 2015. 1,486 funds tracked by Wall St. Rank hold D as of Q1 2026.
- Richard Bernstein Advisors reported no remaining Dominion Energy position as of Q1 2026 after selling out during the quarter.
- Richard Bernstein Advisors sold 23,506 Dominion Energy shares in Q1 2026, an estimated $1.38M.
- Richard Bernstein Advisors first reported a position in Dominion Energy in Q2 2013 and held it in 33 quarters.
- Richard Bernstein Advisors's Dominion Energy position peaked at $5.38M in Q3 2015.
- 1,486 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.
Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.