SevenBridge Financial Group’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 | $416K | Buy |
6,827
+133
| +2% | +$8.21K | 0.07% | 151 |
|
|
2025
Q4 | $403K | Buy |
6,694
+1,396
| +26% | +$84.1K | 0.06% | 153 |
|
|
2025
Q3 | $325K | Buy |
5,298
+1,510
| +40% | +$89.8K | 0.05% | 162 |
|
|
2025
Q2 | $232K | Buy |
+3,788
| New | +$208K | 0.04% | 198 |
|
|
2023
Q1 | – | Sell |
-16,638
| Closed | -$1.02M | – | 177 |
|
|
2022
Q4 | $1.02M | Sell |
16,638
-894
| -5% | -$56.1K | 0.3% | 88 |
|
|
2022
Q3 | $1.21M | Sell |
17,532
-748
| -4% | -$60.4K | 0.41% | 67 |
|
|
2022
Q2 | $1.46M | Sell |
18,280
-830
| -4% | -$68.5K | 0.59% | 51 |
|
|
2022
Q1 | $1.62M | Sell |
19,110
-1,256
| -6% | -$101K | 0.57% | 47 |
|
|
2021
Q4 | $1.6M | Sell |
20,366
-1,130
| -5% | -$85K | 0.48% | 58 |
|
|
2021
Q3 | $1.57M | Sell |
21,496
-1,500
| -7% | -$114K | 0.52% | 52 |
|
|
2021
Q2 | $1.69M | Buy |
22,996
+3
| +0% | +$232 | 0.55% | 49 |
|
|
2021
Q1 | $1.75M | Sell |
22,993
-1,085
| -5% | -$78.8K | 0.64% | 47 |
|
|
2020
Q4 | $1.81M | Buy |
24,078
+460
| +2% | +$36.5K | 0.71% | 44 |
|
|
2020
Q3 | $1.86M | Sell |
23,618
-665
| -3% | -$52.2K | 0.85% | 37 |
|
|
2020
Q2 | $1.97M | Buy |
24,283
+571
| +2% | +$45.8K | 0.98% | 30 |
|
|
2020
Q1 | $1.71M | Buy |
23,712
+1,877
| +9% | +$153K | 0.99% | 33 |
|
|
2019
Q4 | $1.81M | Buy |
21,835
+1,636
| +8% | +$134K | 0.47% | 49 |
|
|
2019
Q3 | $1.64M | Buy |
20,199
+3,370
| +20% | +$261K | 0.86% | 40 |
|
|
2019
Q2 | $1.3M | Buy |
16,829
+526
| +3% | +$40.1K | 0.47% | 55 |
|
|
2019
Q1 | $1.25M | Buy |
16,303
+1,017
| +7% | +$74.3K | 0.47% | 56 |
|
|
2018
Q4 | $1.09M | Buy |
15,286
+971
| +7% | +$70.9K | 0.67% | 46 |
|
|
2018
Q3 | $1.01M | Buy |
14,315
+2,185
| +18% | +$155K | 0.53% | 56 |
|
|
2018
Q2 | $827K | Buy |
12,130
+4,243
| +54% | +$276K | 0.46% | 67 |
|
|
2018
Q1 | $532K | Buy |
7,887
+2,053
| +35% | +$152K | 0.31% | 82 |
|
|
2017
Q4 | $473K | Buy |
5,834
+520
| +10% | +$42.1K | 0.26% | 90 |
|
|
2017
Q3 | $409K | Buy |
5,314
+116
| +2% | +$9.02K | 0.23% | 96 |
|
|
2017
Q2 | $398K | Buy |
5,198
+2,478
| +91% | +$195K | 0.24% | 91 |
|
|
2017
Q1 | $211K | Buy |
2,720
+2
| +0.1% | +$151 | 0.14% | 128 |
|
|
2016
Q4 | $199K | Hold |
2,718
| – | – | 0.14% | 131 |
|
|
2016
Q3 | $199K | Sell |
2,718
-19
| -0.7% | -$1.45K | 0.15% | 131 |
|
|
2016
Q2 | $213K | Buy |
+2,737
| New | +$199K | 0.15% | 131 |
|
Other funds holding D
VCM
VPM
SevenBridge Financial Group's D Position: Q1 2026 in Review
SevenBridge Financial Group increased its Dominion Energy (D) stake by 2% in Q1 2026, buying an estimated $8.21K and bringing the position to 6,827 shares worth $416K. The position accounts for 0.07% of the portfolio, ranked #151.
SevenBridge Financial Group first reported a position in D in Q2 2016 and has held it in 31 quarters since. The position peaked at $1.97M in Q2 2020. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.
- SevenBridge Financial Group held 6,827 shares of Dominion Energy worth $416K as of Q1 2026.
- SevenBridge Financial Group bought 133 Dominion Energy shares in Q1 2026, an estimated $8.21K.
- Dominion Energy made up 0.07% of SevenBridge Financial Group's portfolio in Q1 2026, its #151 holding.
- SevenBridge Financial Group first reported a position in Dominion Energy in Q2 2016 and has held it in 31 quarters since.
- SevenBridge Financial Group's Dominion Energy position peaked at $1.97M in Q2 2020.
- 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.
Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.