Beacon Bank & Trust D — DOMINION ENERGY INC

Ownership history in Beacon Bank & Trust  ·  24 quarters on record

AI Ownership Summary

Beacon Bank & Trust reported DOMINION ENERGY INC (D) in 24 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.48% in 2024 Q3. The latest visible filing shows D at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this D ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Bank & Trust's position in DOMINION ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

D was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

D stock page Beacon Bank & Trust fund profile Beacon Bank & Trust full holdings
How Beacon Bank & Trust held D — position size vs. price
% of Fund (quarterly)    D price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 20,860 -1,587 -7.1% 0.27% $1.4M 2026-07-08 $69.86
2026 Q1 REDUCED 14.8% +13.0% ❌ 22,447 -3,893 -14.8% 0.28% $1.4M 2026-04-28 $62.27
2025 Q4 REDUCED 13.2% +6.6% ❌ 26,340 -4,022 -13.2% 0.31% $1.5M 2026-02-17 $64.31
2025 Q3 REDUCED — — — 30,362 -711 -2.3% 0.40% $1.9M 2025-10-24 $59.15
2025 Q2 REDUCED — — — 31,073 -232 -0.7% 0.40% $1.8M 2025-07-09 $54.73
2025 Q1 ADDED — — — 31,305 +736 +2.4% 0.43% $1.8M 2025-04-17 $50.31
2024 Q4 REDUCED 12.8% +5.4% ❌ 30,569 -4,499 -12.8% 0.38% $1.6M 2025-01-22 $49.49
2024 Q3 ADDED — — — 35,068 +5,933 +20.4% 0.48% $2.0M 2024-10-18 $55.40
2024 Q2 REDUCED — — — 29,135 -629 -2.1% 0.36% $1.4M 2024-07-12 $47.48
2024 Q1 REDUCED — — — 29,764 -1,465 -4.7% 0.36% $1.5M 2024-04-24 $46.22
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding D

As of 2026 Q2 — sorted by position size

Longboard Asset Management, LP 3.66% Bill Few Associates, Inc. 3Y 1.1% Central Pacific Bank - Trust Division 0.44% Elmwood Wealth Management, Inc. 3Y 7Y 0.3% Hardin Capital Partners, LLC 0.29% PensionDanmark Pensionsforsikringsaktieselskab 0.27% Hummer Financial Advisory Services Inc 3Y 0.27% Meadowbrook Wealth Management, LLC 0.26% Longview Financial Advisors, Inc. 0.2% Graves Light Lenhart Wealth, Inc. 3Y 7Y 0.16%

FAQ About Beacon Bank & Trust and D

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beacon Bank & Trust reported owning D?

Beacon Bank & Trust reported D across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported D position in Beacon Bank & Trust's portfolio?

The largest reported portfolio weight for D was 0.48% in 2024 Q3.

What is the latest reported D position on this page?

The most recent filing on this page is 2026 Q2, when Beacon Bank & Trust reported 20,860 shares, equal to 0.27% of portfolio, with an estimated market value of $1.4M.

What does the chart on this D ownership page compare?

The chart compares Beacon Bank & Trust's quarterly D portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Beacon Bank & Trust time their D position?

Based on 13F filing dates vs. subsequent D price moves, Beacon Bank & Trust correctly timed 6 out of 23 reported position changes (26%). The annualised alpha on D relative to SPY over the holding period was -12.8%.

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