BFP
D icon

Briaud Financial Planning’s Dominion Energy D Stock Holding History

Briaud Financial Planning’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
-819
Closed -$46K – 90
2025
Q2 		$46K Hold
819
– – 0.02% 101
2025
Q1 		$45K Hold
819
– – 0.02% 93
2024
Q4 		$44K Hold
819
– – 0.02% 83
2024
Q3 		$47K Hold
819
– – 0.02% 62
2024
Q2 		$40K Hold
819
– – 0.02% 62
2024
Q1 		$41K Buy
+819
New +$38.3K 0.02% 60
2023
Q4 		– Sell
-819
Closed -$36K – 54
2023
Q3 		$36K Buy
+819
New +$40.7K 0.03% 66

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

Briaud Financial Planning's D Position: Q3 2025 in Review

Briaud Financial Planning sold out of Dominion Energy (D) in Q3 2025, closing a stake of 819 shares — an estimated $46K sold.

Briaud Financial Planning first reported a position in D in Q3 2023 and held it in 7 quarters. The position peaked at $47K in Q3 2024. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • Briaud Financial Planning reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 819 Dominion Energy shares in Q3 2025, an estimated $46K.
  • Briaud Financial Planning first reported a position in Dominion Energy in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Dominion Energy position peaked at $47K in Q3 2024.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.