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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Congress Wealth Management increased its Dominion Energy (D) stake by 15% in Q2 2025, buying an estimated $1.68M and bringing the position to 231,985 shares worth $13.1M. The position accounts for 0.13% of the portfolio, ranked #189.

Congress Wealth Management first reported a position in D in Q4 2021 and has held it in 14 quarters since. 1,349 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Congress Wealth Management held 231,985 shares of Dominion Energy worth $13.1M as of Q2 2025.
  • Congress Wealth Management bought 30,647 Dominion Energy shares in Q2 2025, an estimated $1.68M.
  • Dominion Energy made up 0.13% of Congress Wealth Management's portfolio in Q2 2025, its #189 holding.
  • Congress Wealth Management first reported a position in Dominion Energy in Q4 2021 and has held it in 14 quarters since.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

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