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Stonebridge Financial Group (Missouri)’s Dominion Energy D Stock Holding History

Stonebridge Financial Group (Missouri)’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 		$386K Buy
5,654
+81
+1% +$5.27K 0.26% 93
2026
Q1 		$345K Buy
5,573
+611
+12% +$37.7K 0.29% 101
2025
Q4 		$291K Buy
+4,962
New +$299K 0.25% 105

Other funds holding D

Capital Research Global Investors
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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

Stonebridge Financial Group (Missouri)'s D Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) increased its Dominion Energy (D) stake by 1.5% in Q2 2026, buying an estimated $5.27K and bringing the position to 5,654 shares worth $386K. The position accounts for 0.26% of the portfolio, ranked #93.

Stonebridge Financial Group (Missouri) first reported a position in D in Q4 2025 and has held it in 3 quarters since. 1,549 funds tracked by Wall St. Rank hold D as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 5,654 shares of Dominion Energy worth $386K as of Q2 2026.
  • Stonebridge Financial Group (Missouri) bought 81 Dominion Energy shares in Q2 2026, an estimated $5.27K.
  • Dominion Energy made up 0.26% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #93 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.