AWM
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Atticus Wealth Management’s Dominion Energy D Stock Holding History

Atticus 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
Q3 		– Sell
-593
Closed -$33.5K – 297
2025
Q2 		$33.5K Hold
593
– – 0.01% 363
2025
Q1 		$33.3K Hold
593
– – 0.01% 268
2024
Q4 		$31.9K Hold
593
– – 0.01% 287
2024
Q3 		$34.3K Hold
593
– – 0.01% 278
2024
Q2 		$29.1K Hold
593
– – 0.01% 280
2024
Q1 		$29.2K Hold
593
– – 0.01% 288
2023
Q4 		$27.9K Hold
593
– – 0.01% 301
2023
Q3 		$26.5K Sell
593
-573
-49% -$28.4K 0.01% 312
2023
Q2 		$60.4K Hold
1,166
– – 0.02% 243
2023
Q1 		$65.2K Sell
1,166
-936
-45% -$54.8K 0.02% 220
2022
Q4 		$129K Sell
2,102
-563
-21% -$35.4K 0.05% 162
2022
Q3 		$213K Hold
2,665
– – 0.1% 112
2022
Q2 		$213K Buy
2,665
+5
+0.2% +$413 0.09% 128
2022
Q1 		$226K Buy
2,660
+4
+0.2% +$321 0.08% 135
2021
Q4 		$209K Buy
2,656
+24
+0.9% +$1.81K 0.08% 119
2021
Q3 		$192K Buy
2,632
+105
+4% +$8.01K 0.08% 105
2021
Q2 		$186K Buy
2,527
+4
+0.2% +$309 0.08% 119
2021
Q1 		$192K Buy
2,523
+35
+1% +$2.54K 0.09% 111
2020
Q4 		$187K Buy
2,488
+4
+0.2% +$318 0.09% 102
2020
Q3 		$196K Buy
2,484
+256
+11% +$20.1K 0.12% 87
2020
Q2 		$181K Buy
2,228
+6
+0.3% +$481 0.12% 90
2020
Q1 		$160K Buy
2,222
+7
+0.3% +$572 0.13% 89
2019
Q4 		$183K Buy
+2,215
New +$181K 0.12% 87

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

Atticus Wealth Management's D Position: Q3 2025 in Review

Atticus Wealth Management sold out of Dominion Energy (D) in Q3 2025, closing a stake of 593 shares — an estimated $33.5K sold.

Atticus Wealth Management first reported a position in D in Q4 2019 and held it in 23 quarters. The position peaked at $226K in Q1 2022. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • Atticus Wealth Management reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 593 Dominion Energy shares in Q3 2025, an estimated $33.5K.
  • Atticus Wealth Management first reported a position in Dominion Energy in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's Dominion Energy position peaked at $226K in Q1 2022.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.