RFS
D icon

Richardson Financial Services’s Dominion Energy D Stock Holding History

Richardson Financial Services’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 		$249K Hold
3,640
– – 0.14% 144
2026
Q1 		$225K Buy
3,640
+35
+1% +$2.16K 0.14% 143
2025
Q4 		$211K Buy
3,605
+865
+32% +$52.1K 0.07% 150
2025
Q3 		$168K Sell
2,740
-85
-3% -$5.05K 0.1% 161
2025
Q2 		$163K Hold
2,825
– – 0.11% 164
2025
Q1 		$158K Sell
2,825
-30
-1% -$1.65K 0.12% 160
2024
Q4 		$154K Sell
2,855
-265
-8% -$15.1K 0.11% 163
2024
Q3 		$153K Hold
3,120
– – 0.1% 172
2024
Q2 		$153K Sell
3,120
-546
-15% -$27.8K 0.11% 161
2024
Q1 		$180K Buy
3,666
+271
+8% +$12.7K 0.13% 150
2023
Q4 		$160K Buy
+3,395
New +$152K 0.14% 144

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

Richardson Financial Services's D Position: Q2 2026 in Review

Richardson Financial Services held its Dominion Energy (D) position steady in Q2 2026 at 3,640 shares worth $249K. The position accounts for 0.14% of the portfolio, ranked #144.

Richardson Financial Services first reported a position in D in Q4 2023 and has held it in 11 quarters since. 1,551 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Richardson Financial Services held 3,640 shares of Dominion Energy worth $249K as of Q2 2026.
  • Richardson Financial Services left its Dominion Energy share count unchanged in Q2 2026.
  • Dominion Energy made up 0.14% of Richardson Financial Services's portfolio in Q2 2026, its #144 holding.
  • Richardson Financial Services first reported a position in Dominion Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.