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BOLTON SECURITIES CORPORATION’s Dominion Energy D Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$215K Sell
3,557
-2,215
-38% -$149K 0.01% 869
2026
Q2 		$394K Buy
5,772
+234
+4% +$15.2K 0.01% 672
2026
Q1 		$342K Buy
+5,538
New +$342K 0.02% 645
2025
Q3 		$339K Buy
+5,538
New +$329K 0.02% 612
2025
Q1 		$341K Buy
+6,088
New +$335K 0.02% 571

Other funds holding D

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's D Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Dominion Energy (D) stake by 38% in Q3 2026, selling an estimated $149K and leaving 3,557 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #869.

BOLTON SECURITIES CORPORATION first reported a position in D in Q1 2025 and has held it in 5 quarters since. The position peaked at $394K in Q2 2026. 1,067 funds tracked by Wall St. Rank hold D as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 3,557 shares of Dominion Energy worth $215K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 2,215 Dominion Energy shares in Q3 2026, an estimated $149K.
  • Dominion Energy made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #869 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Dominion Energy in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Dominion Energy position peaked at $394K in Q2 2026.
  • 1,067 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.