FWI
D icon

Facet Wealth Inc’s Dominion Energy D Stock Holding History

Facet Wealth Inc’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 		– Sell
-5,207
Closed -$284K – 141
2024
Q4 		$284K Sell
5,207
-722
-12% -$41.2K 0.01% 113
2024
Q3 		$350K Buy
+5,929
New +$324K 0.01% 105

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JP Morgan Chase
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Massachusetts Financial Services
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Dodge & Cox
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Capital Research Global Investors
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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

Facet Wealth Inc's D Position: Q1 2025 in Review

Facet Wealth Inc sold out of Dominion Energy (D) in Q1 2025, closing a stake of 5,207 shares — an estimated $284K sold.

Facet Wealth Inc first reported a position in D in Q3 2024 and held it in 2 quarters. The position peaked at $350K in Q3 2024. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

  • Facet Wealth Inc reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
  • Facet Wealth Inc sold 5,207 Dominion Energy shares in Q1 2025, an estimated $284K.
  • Facet Wealth Inc first reported a position in Dominion Energy in Q3 2024 and held it in 2 quarters.
  • Facet Wealth Inc's Dominion Energy position peaked at $350K in Q3 2024.
  • 1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Facet Wealth Inc's 13F filing for Q1 2025, filed 7 May 2025.