Centerpoint Advisors’s Dominion Energy D Stock Holding History

Centerpoint Advisors’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	-2,430	Closed	-$136K	–	397
2025 Q1	$136K	Hold	2,430	–	–	0.05%	103
2024 Q4	$131K	Hold	2,430	–	–	0.05%	110
2024 Q3	$140K	Hold	2,430	–	–	0.05%	105
2024 Q2	$119K	Hold	2,430	–	–	0.04%	113
2024 Q1	$120K	Buy	+2,430	New	+$114K	0.05%	109
2023 Q4	–	Sell	-499	Closed	-$22K	–	467
2023 Q3	$22K	Sell	499 -110	-18%	-$5.46K	0.01%	213
2023 Q2	$32K	Buy	609 +482	+380%	+$26.2K	0.01%	198
2023 Q1	$7K	Sell	127 -108	-46%	-$6.32K	﹤0.01%	371
2022 Q4	$14K	Buy	235 +125	+114%	+$7.85K	0.01%	258
2022 Q3	$8K	Hold	110	–	–	﹤0.01%	231
2022 Q2	$9K	Hold	110	–	–	﹤0.01%	231
2022 Q1	$9K	Sell	110 -133	-55%	-$10.7K	﹤0.01%	227
2021 Q4	$19K	Buy	+243	New	+$18.3K	0.01%	182
2020 Q1	–	Sell	-731	Closed	-$61K	–	249
2019 Q4	$61K	Hold	731	–	–	0.04%	91
2019 Q3	$59K	Hold	731	–	–	0.05%	91
2019 Q2	$57K	Hold	731	–	–	0.05%	94
2019 Q1	$56K	Hold	731	–	–	0.05%	95
2018 Q4	$52K	Hold	731	–	–	0.05%	94
2018 Q3	$51K	Sell	731 -381	-34%	-$27K	0.04%	96
2018 Q2	$76K	Buy	1,112 +381	+52%	+$24.8K	0.06%	79
2018 Q1	$49K	Buy	+731	New	+$54K	0.04%	94

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Centerpoint Advisors's D Position: Q2 2025 in Review

Centerpoint Advisors sold out of Dominion Energy (D) in Q2 2025, closing a stake of 2,430 shares — an estimated $136K sold.

Centerpoint Advisors first reported a position in D in Q1 2018 and held it in 21 quarters. The position peaked at $140K in Q3 2024. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

Centerpoint Advisors reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
Centerpoint Advisors sold 2,430 Dominion Energy shares in Q2 2025, an estimated $136K.
Centerpoint Advisors first reported a position in Dominion Energy in Q1 2018 and held it in 21 quarters.
Centerpoint Advisors's Dominion Energy position peaked at $140K in Q3 2024.
1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Centerpoint Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.