CWIG
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Chung Wu Investment Group’s Dominion Energy D Stock Holding History

Chung Wu Investment Group’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
-100
Closed -$5.65K – 259
2025
Q2 		$5.65K Buy
+100
New +$5.48K 0.01% 225

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
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JP Morgan Chase
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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

Chung Wu Investment Group's D Position: Q3 2025 in Review

Chung Wu Investment Group sold out of Dominion Energy (D) in Q3 2025, closing a stake of 100 shares — an estimated $5.65K sold.

Chung Wu Investment Group first reported a position in D in Q2 2025 and held it in 1 quarter. The position peaked at $5.65K in Q2 2025. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • Chung Wu Investment Group reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
  • Chung Wu Investment Group sold 100 Dominion Energy shares in Q3 2025, an estimated $5.65K.
  • Chung Wu Investment Group first reported a position in Dominion Energy in Q2 2025 and held it in 1 quarter.
  • Chung Wu Investment Group's Dominion Energy position peaked at $5.65K in Q2 2025.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Chung Wu Investment Group's 13F filing for Q3 2025, filed 4 Nov 2025.