CA
D icon

Claro Advisors’s Dominion Energy D Stock Holding History

Claro 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
-4,805
Closed -$269K – 401
2025
Q1 		$269K Buy
+4,805
New +$264K 0.04% 415
2020
Q4 		– Sell
-2,930
Closed -$231K – 213
2020
Q3 		$231K Sell
2,930
-902
-24% -$70.9K 0.15% 167
2020
Q2 		$311K Sell
3,832
-23
-0.6% -$1.84K 0.21% 134
2020
Q1 		$278K Sell
3,855
-81
-2% -$6.61K 0.26% 117
2019
Q4 		$326K Buy
3,936
+3
+0.1% +$245 0.25% 113
2019
Q3 		$319K Sell
3,933
-149
-4% -$11.5K 0.28% 109
2019
Q2 		$316K Sell
4,082
-257
-6% -$19.6K 0.29% 108
2019
Q1 		$333K Buy
4,339
+1,836
+73% +$134K 0.33% 99
2018
Q4 		$176K Buy
+2,503
New +$183K 0.14% 150

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

Claro Advisors's D Position: Q2 2025 in Review

Claro Advisors sold out of Dominion Energy (D) in Q2 2025, closing a stake of 4,805 shares — an estimated $269K sold.

Claro Advisors first reported a position in D in Q4 2018 and held it in 9 quarters. The position peaked at $333K in Q1 2019. 1,349 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Claro Advisors reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 4,805 Dominion Energy shares in Q2 2025, an estimated $269K.
  • Claro Advisors first reported a position in Dominion Energy in Q4 2018 and held it in 9 quarters.
  • Claro Advisors's Dominion Energy position peaked at $333K in Q1 2019.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.