Atria Wealth Solutions’s Dominion Energy D Stock Holding History

Atria Wealth Solutions’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 Q2	$864K	Sell	15,273 -32,080	-68%	-$1.76M	0.02%	703
2025 Q1	$2.66M	Sell	47,353 -4,226	-8%	-$232K	0.03%	534
2024 Q4	$2.78M	Buy	51,579 +4,476	+10%	+$255K	0.03%	529
2024 Q3	$2.72M	Buy	47,103 +2,164	+5%	+$118K	0.03%	523
2024 Q2	$2.2M	Buy	44,939 +1,200	+3%	+$61.1K	0.02%	595
2024 Q1	$2.15M	Buy	43,739 +5,491	+14%	+$257K	0.02%	609
2023 Q4	$1.8M	Buy	38,248 +2,733	+8%	+$122K	0.02%	641
2023 Q3	$1.59M	Sell	35,515 -2,706	-7%	-$134K	0.02%	633
2023 Q2	$1.98M	Buy	38,221 +8,862	+30%	+$482K	0.03%	568
2023 Q1	$1.64M	Sell	29,359 -21,199	-42%	-$1.24M	0.02%	609
2022 Q4	$3.1M	Sell	50,558 -386	-0.8%	-$24.2K	0.05%	371
2022 Q3	$3.52M	Buy	50,944 +1,875	+4%	+$151K	0.06%	311
2022 Q2	$3.92M	Sell	49,069 -12,923	-21%	-$1.07M	0.08%	274
2022 Q1	$5.27M	Buy	+61,992	New	+$4.98M	0.09%	239

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return