James T. Borello RIA
D icon

James T. Borello RIA’s Dominion Energy D Stock Holding History

James T. Borello RIA’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
Q3 		$21.5K Buy
356
+85
+31% +$5.71K ﹤0.01% 401
2026
Q2 		$18.5K Sell
271
-66
-20% -$4.29K ﹤0.01% 431
2026
Q1 		$20.8K Buy
337
+246
+270% +$15.2K 0.01% 367
2025
Q4 		$5.33K Sell
91
-9
-9% -$542 ﹤0.01% 554
2025
Q3 		$6.12K Buy
+100
New +$5.94K ﹤0.01% 403

Other funds holding D

Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Kanawha Capital Management
Kanawha Capital Management Richmond, Virginia $1.56B AUM 15.07% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

James T. Borello RIA's D Position: Q3 2026 in Review

James T. Borello RIA increased its Dominion Energy (D) stake by 31% in Q3 2026, buying an estimated $5.71K and bringing the position to 356 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

James T. Borello RIA first reported a position in D in Q3 2025 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • James T. Borello RIA held 356 shares of Dominion Energy worth $21.5K as of Q3 2026.
  • James T. Borello RIA bought 85 Dominion Energy shares in Q3 2026, an estimated $5.71K.
  • Dominion Energy made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #401 holding.
  • James T. Borello RIA first reported a position in Dominion Energy in Q3 2025 and has held it in 5 quarters since.
  • 324 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.