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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 0.07% 274
2022
Q1 		$5.27M Buy
+61,992
New +$4.98M 0.09% 239

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Atria Wealth Solutions's D Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Dominion Energy (D) stake by 68% in Q2 2025, selling an estimated $1.76M and leaving 15,273 shares worth $864K. The position accounts for 0.02% of the portfolio, ranked #703.

Atria Wealth Solutions first reported a position in D in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.27M in Q1 2022. 1,349 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Atria Wealth Solutions held 15,273 shares of Dominion Energy worth $864K as of Q2 2025.
  • Atria Wealth Solutions sold 32,080 Dominion Energy shares in Q2 2025, an estimated $1.76M.
  • Dominion Energy made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #703 holding.
  • Atria Wealth Solutions first reported a position in Dominion Energy in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Dominion Energy position peaked at $5.27M in Q1 2022.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.