Clarus Wealth Advisors’s Dominion Energy D Stock Holding History

Clarus Wealth 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	-4,927	Closed	-$257K	–	88
2025 Q1	$257K	Buy	+4,927	New	+$271K	0.14%	75
2019 Q3	–	Sell	-200	Closed	-$15K	–	228
2019 Q2	$15K	Sell	200 -319	-61%	-$24.3K	0.01%	396
2019 Q1	$40K	Buy	519 +283	+120%	+$20.7K	0.03%	326
2018 Q4	$17K	Hold	236	–	–	0.03%	423
2018 Q3	$17K	Sell	236 -124	-34%	-$8.78K	0.01%	455
2018 Q2	$24K	Buy	+360	New	+$23.4K	0.02%	401

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

Clarus Wealth Advisors's D Position: Q2 2025 in Review

Clarus Wealth Advisors sold out of Dominion Energy (D) in Q2 2025, closing a stake of 4,927 shares — an estimated $257K sold.

Clarus Wealth Advisors first reported a position in D in Q2 2018 and held it in 6 quarters. The position peaked at $257K in Q1 2025. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

Clarus Wealth Advisors reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
Clarus Wealth Advisors sold 4,927 Dominion Energy shares in Q2 2025, an estimated $257K.
Clarus Wealth Advisors first reported a position in Dominion Energy in Q2 2018 and held it in 6 quarters.
Clarus Wealth Advisors's Dominion Energy position peaked at $257K in Q1 2025.
1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Clarus Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.