CWC
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Carolinas Wealth Consulting’s Dominion Energy D Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-1,487
Closed -$83.4K – 212
2025
Q1 		$83.4K Sell
1,487
-168
-10% -$9.24K 0.02% 275
2024
Q4 		$89.1K Sell
1,655
-364
-18% -$20.8K 0.02% 268
2024
Q3 		$117K Sell
2,019
-32
-2% -$1.75K 0.02% 236
2024
Q2 		$100K Sell
2,051
-1,634
-44% -$83.3K 0.02% 256
2024
Q1 		$181K Sell
3,685
-47,511
-93% -$2.22M 0.04% 182
2023
Q4 		$217K Sell
51,196
-13
-0% -$580 0.05% 150
2023
Q3 		$193K Buy
51,209
+1,617
+3% +$80.3K 0.05% 146
2023
Q2 		$151K Sell
49,592
-108
-0.2% -$5.87K 0.03% 203
2023
Q1 		$165K Buy
49,700
+57
+0.1% +$3.34K 0.04% 191
2022
Q4 		$173K Sell
49,643
-59
-0.1% -$3.71K 0.04% 176
2022
Q3 		$193K Buy
49,702
+5
+0% +$404 0.05% 159
2022
Q2 		$215K Buy
49,697
+47,597
+2,267% +$3.93M 0.05% 152
2022
Q1 		$178K Buy
2,100
+27
+1% +$2.17K 0.04% 184
2021
Q4 		$163K Buy
2,073
+81
+4% +$6.09K 0.04% 205
2021
Q3 		$145K Sell
1,992
-559
-22% -$42.6K 0.03% 199
2021
Q2 		$188K Hold
2,551
– – 0.04% 172
2021
Q1 		$194K Sell
2,551
-27
-1% -$1.96K 0.05% 167
2020
Q4 		$194K Buy
2,578
+331
+15% +$26.3K 0.05% 153
2020
Q3 		$177K Sell
2,247
-152
-6% -$11.9K 0.06% 140
2020
Q2 		$195K Sell
2,399
-381
-14% -$30.6K 0.08% 107
2020
Q1 		$201K Buy
+2,780
New +$227K 0.11% 96

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

Carolinas Wealth Consulting's D Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Dominion Energy (D) in Q2 2025, closing a stake of 1,487 shares — an estimated $83.4K sold.

Carolinas Wealth Consulting first reported a position in D in Q1 2020 and held it in 21 quarters. The position peaked at $217K in Q4 2023. 1,349 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,487 Dominion Energy shares in Q2 2025, an estimated $83.4K.
  • Carolinas Wealth Consulting first reported a position in Dominion Energy in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Dominion Energy position peaked at $217K in Q4 2023.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.