Congress Wealth Management’s Dominion Energy D Stock Holding History

Congress 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	$13.1M	Buy	231,985 +30,647	+15%	+$1.68M	0.13%	189
2025 Q1	$11.3M	Buy	201,338 +11,264	+6%	+$620K	0.14%	180
2024 Q4	$10.2M	Buy	190,074 +8,349	+5%	+$476K	0.14%	197
2024 Q3	$10.5M	Buy	181,725 +177,210	+3,925%	+$9.68M	0.14%	205
2024 Q2	$221K	Sell	4,515 -184	-4%	-$9.38K	﹤0.01%	681
2024 Q1	$231K	Sell	4,699 -3,744	-44%	-$175K	﹤0.01%	550
2023 Q4	$397K	Buy	8,443 +2,280	+37%	+$102K	0.01%	495
2023 Q3	$275K	Buy	6,163 +80	+1%	+$3.97K	0.01%	536
2023 Q2	$315K	Buy	6,083 +162	+3%	+$8.81K	0.01%	478
2023 Q1	$331K	Buy	5,921 +1,715	+41%	+$100K	0.01%	473
2022 Q4	$258K	Sell	4,206 -985	-19%	-$61.9K	0.01%	503
2022 Q3	$358K	Buy	5,191 +36	+0.7%	+$2.91K	0.01%	444
2022 Q2	$412K	Buy	+5,155	New	+$426K	0.01%	433
2022 Q1	–	Sell	-5,794	Closed	-$455K	–	600
2021 Q4	$455K	Buy	+5,794	New	+$436K	0.01%	479

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T 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 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