CAWM
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Capital A Wealth Management’s Dominion Energy D Stock Holding History

Capital A 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
Q2 		$31.4K Buy
668
+655
+5,038% +$35.9K 0.35% 94
2025
Q1 		$729 Buy
13
+5
+63% +$275 ﹤0.01% 573
2024
Q4 		$431 Buy
+8
New +$456 ﹤0.01% 672

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital A Wealth Management's D Position: Q2 2025 in Review

Capital A Wealth Management increased its Dominion Energy (D) stake by 5,038% in Q2 2025, buying an estimated $35.9K and bringing the position to 668 shares worth $31.4K. The position accounts for 0.35% of the portfolio, ranked #94.

Capital A Wealth Management first reported a position in D in Q4 2024 and has held it in 3 quarters since. 1,349 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Capital A Wealth Management held 668 shares of Dominion Energy worth $31.4K as of Q2 2025.
  • Capital A Wealth Management bought 655 Dominion Energy shares in Q2 2025, an estimated $35.9K.
  • Dominion Energy made up 0.35% of Capital A Wealth Management's portfolio in Q2 2025, its #94 holding.
  • Capital A Wealth Management first reported a position in Dominion Energy in Q4 2024 and has held it in 3 quarters since.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.