Three Bearings Fiduciary Advisors’s Dominion Energy D Stock Holding History

Three Bearings Fiduciary 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	$328K	Buy	4,804 +36	+0.8%	+$2.34K	0.29%	40
2026 Q1	$295K	Buy	4,768 +51	+1%	+$3.15K	0.29%	41
2025 Q4	$284K	Buy	+4,717	New	+$284K	0.27%	41

Other funds holding D

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Three Bearings Fiduciary Advisors's D Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors increased its Dominion Energy (D) stake by 0.76% in Q2 2026, buying an estimated $2.34K and bringing the position to 4,804 shares worth $328K. The position accounts for 0.29% of the portfolio, ranked #40.

Three Bearings Fiduciary Advisors first reported a position in D in Q4 2025 and has held it in 3 quarters since. 936 funds tracked by Wall St. Rank hold D as of Q2 2026.

Three Bearings Fiduciary Advisors held 4,804 shares of Dominion Energy worth $328K as of Q2 2026.
Three Bearings Fiduciary Advisors bought 36 Dominion Energy shares in Q2 2026, an estimated $2.34K.
Dominion Energy made up 0.29% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #40 holding.
Three Bearings Fiduciary Advisors first reported a position in Dominion Energy in Q4 2025 and has held it in 3 quarters since.
936 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.