CWM
D icon

Compass Wealth Management’s Dominion Energy D Stock Holding History

Compass 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
Q2 		– Sell
-900
Closed -$50.5K – 204
2025
Q1 		$50.5K Hold
900
– – 0.01% 245
2024
Q4 		$48.5K Hold
900
– – 0.01% 246
2024
Q3 		$52K Hold
900
– – 0.01% 245
2024
Q2 		$44.1K Hold
900
– – 0.01% 261
2024
Q1 		$44.3K Sell
900
-546
-38% -$25.5K 0.01% 260
2023
Q4 		$68K Buy
1,446
+500
+53% +$22.3K 0.02% 221
2023
Q3 		$42.3K Hold
946
– – 0.01% 248
2023
Q2 		$49K Hold
946
– – 0.01% 244
2023
Q1 		$52.9K Hold
946
– – 0.02% 236
2022
Q4 		$58K Buy
+946
New +$59.4K 0.02% 217

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

Compass Wealth Management's D Position: Q2 2025 in Review

Compass Wealth Management sold out of Dominion Energy (D) in Q2 2025, closing a stake of 900 shares — an estimated $50.5K sold.

Compass Wealth Management first reported a position in D in Q4 2022 and held it in 10 quarters. The position peaked at $68K in Q4 2023. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Compass Wealth Management reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 900 Dominion Energy shares in Q2 2025, an estimated $50.5K.
  • Compass Wealth Management first reported a position in Dominion Energy in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Dominion Energy position peaked at $68K in Q4 2023.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.