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Alpine Bank Wealth Management’s Dominion Energy D Stock Holding History

Alpine Bank Wealth Management’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
2025
Q4 		– Sell
-1,446
Closed -$88.5K – 207
2025
Q3 		$88.5K Buy
1,446
+78
+6% +$4.64K 0.01% 204
2025
Q2 		$77.3K Sell
1,368
-84
-6% -$4.6K 0.01% 214
2025
Q1 		$81.4K Buy
+1,452
New +$79.9K 0.01% 195
2024
Q3 		$62.2K Buy
+1,076
New +$58.8K 0.01% 234

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alpine Bank Wealth Management's D Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of Dominion Energy (D) in Q4 2025, closing a stake of 1,446 shares — an estimated $88.5K sold.

Alpine Bank Wealth Management first reported a position in D in Q3 2024 and held it in 4 quarters. The position peaked at $88.5K in Q3 2025. 1,446 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 1,446 Dominion Energy shares in Q4 2025, an estimated $88.5K.
  • Alpine Bank Wealth Management first reported a position in Dominion Energy in Q3 2024 and held it in 4 quarters.
  • Alpine Bank Wealth Management's Dominion Energy position peaked at $88.5K in Q3 2025.
  • 1,446 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.