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Delta Financial Group’s Dominion Energy D Stock Holding History

Delta Financial Group’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
Q1 		$356K Sell
6,555
-240
-4% -$13.2K 0.08% 175
2024
Q4 		$366K Sell
6,795
-64
-0.9% -$3.65K 0.09% 166
2024
Q3 		$396K Buy
6,859
+295
+4% +$16.1K 0.15% 79
2024
Q2 		$322K Sell
6,564
-562
-8% -$28.6K 0.14% 88
2024
Q1 		$351K Buy
7,126
+474
+7% +$22.1K 0.1% 157
2023
Q4 		$313K Buy
6,652
+54
+0.8% +$2.41K 0.1% 153
2023
Q3 		$295K Buy
6,598
+115
+2% +$5.71K 0.1% 152
2023
Q2 		$336K Buy
6,483
+111
+2% +$6.03K 0.39% 55
2023
Q1 		$356K Buy
6,372
+316
+5% +$18.5K 0.14% 113
2022
Q4 		$374K Buy
+6,056
New +$380K 0.17% 105

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Delta Financial Group's D Position: Q1 2025 in Review

Delta Financial Group reduced its Dominion Energy (D) stake by 3.5% in Q1 2025, selling an estimated $13.2K and leaving 6,555 shares worth $356K. The position accounts for 0.08% of the portfolio, ranked #175.

Delta Financial Group first reported a position in D in Q4 2022 and has held it in 10 quarters since. The position peaked at $396K in Q3 2024. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

  • Delta Financial Group held 6,555 shares of Dominion Energy worth $356K as of Q1 2025.
  • Delta Financial Group sold 240 Dominion Energy shares in Q1 2025, an estimated $13.2K.
  • Dominion Energy made up 0.08% of Delta Financial Group's portfolio in Q1 2025, its #175 holding.
  • Delta Financial Group first reported a position in Dominion Energy in Q4 2022 and has held it in 10 quarters since.
  • Delta Financial Group's Dominion Energy position peaked at $396K in Q3 2024.
  • 1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.