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Atlantic Edge Private Wealth Management’s Dominion Energy D Stock Holding History

Atlantic Edge Private 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
-50
Closed -$3.06K – 583
2025
Q3 		$3.06K Buy
+50
New +$2.97K ﹤0.01% 479

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Atlantic Edge Private Wealth Management's D Position: Q4 2025 in Review

Atlantic Edge Private Wealth Management sold out of Dominion Energy (D) in Q4 2025, closing a stake of 50 shares — an estimated $3.06K sold.

Atlantic Edge Private Wealth Management first reported a position in D in Q3 2025 and held it in 1 quarter. The position peaked at $3.06K in Q3 2025. 1,446 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • Atlantic Edge Private Wealth Management reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 50 Dominion Energy shares in Q4 2025, an estimated $3.06K.
  • Atlantic Edge Private Wealth Management first reported a position in Dominion Energy in Q3 2025 and held it in 1 quarter.
  • Atlantic Edge Private Wealth Management's Dominion Energy position peaked at $3.06K in Q3 2025.
  • 1,446 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.