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CarsonAllaria Wealth Management’s Dominion Energy D Stock Holding History

CarsonAllaria 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
Q3 		– Sell
-18
Closed -$1.02K – 141
2025
Q2 		$1.02K Hold
18
– – ﹤0.01% 337
2025
Q1 		$1.01K Sell
18
-95
-84% -$5.22K ﹤0.01% 345
2024
Q4 		$6.11K Sell
113
-89
-44% -$5.08K ﹤0.01% 280
2024
Q3 		$11.7K Buy
202
+19
+10% +$1.04K 0.01% 248
2024
Q2 		$9K Sell
183
-3,579
-95% -$182K 0.01% 257
2024
Q1 		$185K Sell
3,762
-759
-17% -$35.5K 0.12% 69
2023
Q4 		$213K Buy
4,521
+492
+12% +$22K 0.15% 62
2023
Q3 		$180K Sell
4,029
-245
-6% -$12.2K 0.15% 65
2023
Q2 		$221K Buy
4,274
+22
+0.5% +$1.2K 0.17% 63
2023
Q1 		$238K Buy
4,252
+24
+0.6% +$1.4K 0.2% 57
2022
Q4 		$259K Buy
4,228
+26
+0.6% +$1.63K 0.23% 55
2022
Q3 		$290K Sell
4,202
-90
-2% -$7.26K 0.27% 44
2022
Q2 		$343K Buy
4,292
+12
+0.3% +$991 0.32% 38
2022
Q1 		$364K Buy
4,280
+29
+0.7% +$2.33K 0.33% 39
2021
Q4 		$334K Buy
+4,251
New +$320K 0.3% 44

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

CarsonAllaria Wealth Management's D Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Dominion Energy (D) in Q3 2025, closing a stake of 18 shares — an estimated $1.02K sold.

CarsonAllaria Wealth Management first reported a position in D in Q4 2021 and held it in 15 quarters. The position peaked at $364K in Q1 2022. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 18 Dominion Energy shares in Q3 2025, an estimated $1.02K.
  • CarsonAllaria Wealth Management first reported a position in Dominion Energy in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's Dominion Energy position peaked at $364K in Q1 2022.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.