Avior Wealth Management’s Dominion Energy D Stock Holding History

Avior 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 Q1	–	Sell	-705	Closed	-$38K	–	1115
2024 Q4	$38K	Sell	705 -8	-1%	-$456	﹤0.01%	1232
2024 Q3	$41.2K	Sell	713 -64	-8%	-$3.5K	﹤0.01%	1190
2024 Q2	$38.1K	Sell	777 -8,204	-91%	-$418K	﹤0.01%	1200
2024 Q1	$442K	Buy	8,981 +7,931	+755%	+$370K	0.02%	487
2023 Q4	$49.4K	Sell	1,050 -884	-46%	-$39.5K	﹤0.01%	731
2023 Q3	$86.4K	Hold	1,934	–	–	0.01%	655
2023 Q2	$100K	Sell	1,934 -57	-3%	-$3.1K	0.01%	628
2023 Q1	$111K	Buy	1,991 +884	+80%	+$51.7K	0.01%	619
2022 Q4	$67.9K	Hold	1,107	–	–	0.01%	581
2022 Q3	$76K	Buy	1,107 +57	+5%	+$4.6K	0.01%	548
2022 Q2	$83K	Hold	1,050	–	–	0.01%	512
2022 Q1	$89K	Hold	1,050	–	–	0.01%	527
2021 Q4	$82K	Hold	1,050	–	–	0.01%	529
2021 Q3	$76K	Sell	1,050 -248	-19%	-$18.9K	0.01%	519
2021 Q2	$95K	Buy	1,298 +1	+0.1%	+$77	0.01%	472
2021 Q1	$98K	Buy	1,297 +3	+0.2%	+$218	0.01%	473
2020 Q4	$97K	Buy	1,294 +2	+0.2%	+$159	0.01%	443
2020 Q3	$102K	Sell	1,292 -193	-13%	-$15.2K	0.01%	450
2020 Q2	$120K	Buy	1,485 +150	+11%	+$12K	0.02%	423
2020 Q1	$96K	Sell	1,335 -10	-0.7%	-$817	0.02%	419
2019 Q4	$111K	Sell	1,345 -44	-3%	-$3.6K	0.02%	418
2019 Q3	$112K	Buy	1,389 +199	+17%	+$15.4K	0.02%	404
2019 Q2	$92K	Buy	1,190 +140	+13%	+$10.7K	0.02%	415
2019 Q1	$80K	Hold	1,050	–	–	0.02%	408
2018 Q4	$75K	Hold	1,050	–	–	0.02%	448
2018 Q3	$74K	Hold	1,050	–	–	0.02%	458
2018 Q2	$72K	Hold	1,050	–	–	0.02%	462
2018 Q1	$71K	Hold	1,050	–	–	0.02%	464
2017 Q4	$85K	Hold	1,050	–	–	0.02%	454
2017 Q3	$81K	Hold	1,050	–	–	0.03%	184
2017 Q2	$80K	Hold	1,050	–	–	0.03%	161
2017 Q1	$81K	Hold	1,050	–	–	0.03%	192
2016 Q4	$80K	Hold	1,050	–	–	0.03%	176
2016 Q3	$78K	Hold	1,050	–	–	0.03%	188
2016 Q2	$82K	Hold	1,050	–	–	0.03%	170
2016 Q1	$79K	Hold	1,050	–	–	0.04%	166
2015 Q4	$71K	Hold	1,050	–	–	0.04%	156
2015 Q3	$74K	Hold	1,050	–	–	0.04%	145
2015 Q2	$70K	Sell	1,050 -375	-26%	-$26.4K	0.05%	117
2015 Q1	$101K	Hold	1,425	–	–	0.08%	93
2014 Q4	$110K	Hold	1,425	–	–	0.09%	90
2014 Q3	$98K	Sell	1,425 -367	-20%	-$25.3K	0.08%	95
2014 Q2	$128K	Hold	1,792	–	–	0.11%	74
2014 Q1	$127K	Buy	+1,792	New	+$122K	0.11%	73

Other funds holding D

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avior Wealth Management's D Position: Q1 2025 in Review

Avior Wealth Management sold out of Dominion Energy (D) in Q1 2025, closing a stake of 705 shares — an estimated $38K sold.

Avior Wealth Management first reported a position in D in Q1 2014 and held it in 44 quarters. The position peaked at $442K in Q1 2024. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

Avior Wealth Management reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 705 Dominion Energy shares in Q1 2025, an estimated $38K.
Avior Wealth Management first reported a position in Dominion Energy in Q1 2014 and held it in 44 quarters.
Avior Wealth Management's Dominion Energy position peaked at $442K in Q1 2024.
1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.