Boston Family Office’s Dominion Energy D Stock Holding History

Boston Family Office’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	-3,850	Closed	-$236K	–	310
2025 Q3	$236K	Hold	3,850	–	–	0.02%	276
2025 Q2	$218K	Hold	3,850	–	–	0.01%	275
2025 Q1	$216K	Hold	3,850	–	–	0.02%	269
2024 Q4	$207K	Hold	3,850	–	–	0.01%	268
2024 Q3	$222K	Buy	+3,850	New	+$210K	0.02%	265
2024 Q2	–	Sell	-4,275	Closed	-$210K	–	267
2024 Q1	$210K	Sell	4,275 -41	-0.9%	-$1.92K	0.02%	248
2023 Q4	$203K	Buy	+4,316	New	+$193K	0.02%	252
2023 Q3	–	Sell	-4,316	Closed	-$224K	–	256
2023 Q2	$224K	Sell	4,316 -2,889	-40%	-$157K	0.02%	237
2023 Q1	$402K	Sell	7,205 -5,429	-43%	-$318K	0.03%	211
2022 Q4	$775K	Sell	12,634 -3,063	-20%	-$192K	0.06%	169
2022 Q3	$1.08M	Sell	15,697 -181	-1%	-$14.6K	0.1%	144
2022 Q2	$1.27M	Sell	15,878 -108	-0.7%	-$8.92K	0.11%	127
2022 Q1	$1.36M	Sell	15,986 -2,462	-13%	-$198K	0.1%	135
2021 Q4	$1.45M	Sell	18,448 -4,710	-20%	-$354K	0.09%	136
2021 Q3	$1.69M	Sell	23,158 -1,912	-8%	-$146K	0.12%	125
2021 Q2	$1.84M	Sell	25,070 -2,155	-8%	-$166K	0.13%	123
2021 Q1	$2.12M	Sell	27,225 -14,276	-34%	-$1.04M	0.16%	113
2020 Q4	$3.12M	Sell	41,501 -1,252	-3%	-$99.5K	0.24%	89
2020 Q3	$3.37M	Sell	42,753 -2,188	-5%	-$172K	0.31%	74
2020 Q2	$3.65M	Hold	44,941	–	–	0.35%	68
2020 Q1	$3.24M	Hold	44,941	–	–	0.38%	70
2019 Q4	$3.72M	Buy	44,941 +205	+0.5%	+$16.8K	0.35%	78
2019 Q3	$3.63M	Buy	44,736 +924	+2%	+$71.5K	0.38%	76
2019 Q2	$3.39M	Buy	43,812 +1,181	+3%	+$90K	0.35%	81
2019 Q1	$3.27M	Hold	42,631	–	–	0.35%	81
2018 Q4	$3.05M	Sell	42,631 -8,894	-17%	-$650K	0.38%	76
2018 Q3	$3.62M	Buy	51,525 +2,365	+5%	+$167K	0.38%	80
2018 Q2	$3.35M	Buy	49,160 +2,705	+6%	+$176K	0.38%	81
2018 Q1	$3.13M	Buy	46,455 +3,835	+9%	+$283K	0.36%	84
2017 Q4	$3.46M	Buy	42,620 +3,125	+8%	+$253K	0.38%	81
2017 Q3	$3.04M	Hold	39,495	–	–	0.35%	88
2017 Q2	$3.03M	Hold	39,495	–	–	0.36%	83
2017 Q1	$3.06M	Hold	39,495	–	–	0.38%	82
2016 Q4	$3.02M	Hold	39,495	–	–	0.39%	78
2016 Q3	$2.93M	Sell	39,495 -500	-1%	-$38.1K	0.38%	79
2016 Q2	$3.12M	Buy	39,995 +250	+0.6%	+$18.1K	0.4%	77
2016 Q1	$2.99M	Buy	39,745 +500	+1%	+$35.4K	0.39%	78
2015 Q4	$2.65M	Hold	39,245	–	–	0.36%	85
2015 Q3	$2.76M	Hold	39,245	–	–	0.38%	81
2015 Q2	$2.62M	Buy	39,245 +1,175	+3%	+$82.7K	0.33%	91
2015 Q1	$2.7M	Sell	38,070 -150	-0.4%	-$11.1K	0.34%	91
2014 Q4	$2.94M	Sell	38,220 -200	-0.5%	-$14.5K	0.37%	82
2014 Q3	$2.65M	Hold	38,420	–	–	0.34%	86
2014 Q2	$2.75M	Hold	38,420	–	–	0.35%	85
2014 Q1	$2.73M	Sell	38,420 -200	-0.5%	-$13.7K	0.36%	85
2013 Q4	$2.5M	Buy	38,620 +50	+0.1%	+$3.22K	0.33%	87
2013 Q3	$2.41M	Hold	38,570	–	–	0.34%	85
2013 Q2	$2.19M	Buy	+38,570	New	+$2.26M	0.33%	86

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Family Office's D Position: Q4 2025 in Review

Boston Family Office sold out of Dominion Energy (D) in Q4 2025, closing a stake of 3,850 shares — an estimated $236K sold.

Boston Family Office first reported a position in D in Q2 2013 and held it in 48 quarters. The position peaked at $3.72M in Q4 2019. 1,445 funds tracked by Wall St. Rank hold D as of Q4 2025.

Boston Family Office reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
Boston Family Office sold 3,850 Dominion Energy shares in Q4 2025, an estimated $236K.
Boston Family Office first reported a position in Dominion Energy in Q2 2013 and held it in 48 quarters.
Boston Family Office's Dominion Energy position peaked at $3.72M in Q4 2019.
1,445 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Boston Family Office's 13F filing for Q4 2025, filed 13 Feb 2026.