Financial Counselors Inc’s Dominion Energy D Stock Holding History

Financial Counselors 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 Q2	–	Sell	-43,427	Closed	-$2.43M	–	131
2025 Q1	$2.43M	Sell	43,427 -2,606	-6%	-$143K	0.04%	256
2024 Q4	$2.48M	Sell	46,033 -78	-0.2%	-$4.45K	0.04%	254
2024 Q3	$2.66M	Sell	46,111 -6,160	-12%	-$337K	0.04%	254
2024 Q2	$2.56M	Sell	52,271 -138,617	-73%	-$7.06M	0.04%	246
2024 Q1	$9.39M	Buy	190,888 +835	+0.4%	+$39K	0.16%	143
2023 Q4	$8.93M	Sell	190,053 -26,433	-12%	-$1.18M	0.16%	144
2023 Q3	$9.67M	Sell	216,486 -738	-0.3%	-$36.6K	0.19%	125
2023 Q2	$11.3M	Sell	217,224 -1,816	-0.8%	-$98.7K	0.23%	114
2023 Q1	$12.2M	Buy	219,040 +18,043	+9%	+$1.06M	0.26%	100
2022 Q4	$12.3M	Sell	200,997 -21,197	-10%	-$1.33M	0.28%	104
2022 Q3	$15.4M	Buy	222,194 +264	+0.1%	+$21.3K	0.38%	85
2022 Q2	$17.7M	Buy	221,930 +11,020	+5%	+$910K	0.41%	76
2022 Q1	$17.9M	Buy	210,910 +10,223	+5%	+$821K	0.37%	82
2021 Q4	$15.8M	Sell	200,687 -11,088	-5%	-$834K	0.32%	87
2021 Q3	$15.5M	Buy	211,775 +1,681	+0.8%	+$128K	0.33%	86
2021 Q2	$15.5M	Sell	210,094 -1,545	-0.7%	-$119K	0.34%	86
2021 Q1	$16.1M	Buy	211,639 +5,812	+3%	+$422K	0.37%	81
2020 Q4	$15.5M	Buy	205,827 +2,237	+1%	+$178K	0.39%	76
2020 Q3	$16.1M	Sell	203,590 -72,901	-26%	-$5.73M	0.47%	64
2020 Q2	$22.4M	Buy	276,491 +33,273	+14%	+$2.67M	0.72%	40
2020 Q1	$17.6M	Buy	243,218 +8,566	+4%	+$699K	0.78%	37
2019 Q4	$19.4M	Buy	234,652 +5,498	+2%	+$449K	0.69%	40
2019 Q3	$18.6M	Buy	229,154 +3,771	+2%	+$292K	0.73%	37
2019 Q2	$17.4M	Buy	225,383 +2,176	+1%	+$166K	0.71%	42
2019 Q1	$17.1M	Buy	223,207 +58,590	+36%	+$4.28M	0.73%	38
2018 Q4	$11.8M	Buy	164,617 +1,720	+1%	+$126K	0.58%	49
2018 Q3	$11.4M	Buy	162,897 +4,473	+3%	+$317K	0.5%	59
2018 Q2	$10.8M	Buy	158,424 +6,209	+4%	+$404K	0.5%	61
2018 Q1	$10.3M	Buy	152,215 +8,641	+6%	+$638K	0.49%	64
2017 Q4	$11.6M	Buy	143,574 +4,672	+3%	+$378K	0.53%	58
2017 Q3	$10.7M	Buy	138,902 +656	+0.5%	+$51K	0.52%	62
2017 Q2	$10.6M	Sell	138,246 -252	-0.2%	-$19.8K	0.53%	62
2017 Q1	$10.7M	Sell	138,498 -2,846	-2%	-$215K	0.55%	56
2016 Q4	$10.8M	Buy	+141,344	New	+$10.4M	0.58%	47
2016 Q2	$10.4M	Buy	133,235 +1,863	+1%	+$135K	0.62%	38
2016 Q1	$9.87M	Buy	131,372 +2,514	+2%	+$178K	0.61%	40
2015 Q4	$8.72M	Sell	128,858 -128	-0.1%	-$8.84K	0.56%	52
2015 Q3	$9.08M	Buy	128,986 +3,511	+3%	+$247K	0.62%	44
2015 Q2	$8.39M	Buy	125,475 +2,385	+2%	+$168K	0.53%	53
2015 Q1	$8.72M	Buy	123,090 +3,597	+3%	+$267K	0.54%	52
2014 Q4	$9.19M	Buy	119,493 +6,768	+6%	+$490K	0.58%	48
2014 Q3	$7.79M	Buy	112,725 +5,228	+5%	+$361K	0.55%	50
2014 Q2	$7.69M	Sell	107,497 -14	-0%	-$982	0.54%	56
2014 Q1	$7.63M	Sell	107,511 -6,685	-6%	-$457K	0.55%	50
2013 Q4	$7.39M	Buy	114,196 +1,875	+2%	+$121K	0.55%	52
2013 Q3	$7.02M	Buy	112,321 +2,844	+3%	+$169K	0.58%	49
2013 Q2	$6.22M	Buy	+109,477	New	+$6.41M	0.52%	63

Other funds holding D

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Counselors Inc's D Position: Q2 2025 in Review

Financial Counselors Inc sold out of Dominion Energy (D) in Q2 2025, closing a stake of 43,427 shares — an estimated $2.43M sold.

Financial Counselors Inc first reported a position in D in Q2 2013 and held it in 47 quarters. The position peaked at $22.4M in Q2 2020. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

Financial Counselors Inc reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 43,427 Dominion Energy shares in Q2 2025, an estimated $2.43M.
Financial Counselors Inc first reported a position in Dominion Energy in Q2 2013 and held it in 47 quarters.
Financial Counselors Inc's Dominion Energy position peaked at $22.4M in Q2 2020.
1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.