FGC
D icon

Financial Gravity Companies’s Dominion Energy D Stock Holding History

Financial Gravity Companies’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 		$99.3K Buy
+1,757
New +$96.3K 0.02% 223
2024
Q4 		$94.6K Hold
1,757
– – 0.02% 210
2024
Q3 		$102K Buy
+1,757
New +$96K 0.03% 134
2018
Q4 		$7K Buy
+105
New +$7.67K 0.01% 645
2018
Q1 		$1K Hold
22
– – ﹤0.01% 1102
2017
Q4 		$2K Buy
+22
New +$1.78K ﹤0.01% 911

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
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 $1.56T 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
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

Financial Gravity Companies's D Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Dominion Energy (D) in Q2 2025: 1,757 shares worth $99.3K. The stake represents 0.02% of the portfolio and ranks #223 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in D as recently as Q4 2024.

Financial Gravity Companies first reported a position in D in Q4 2017 and has held it in 6 quarters since. The position peaked at $102K in Q3 2024. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Financial Gravity Companies held 1,757 shares of Dominion Energy worth $99.3K as of Q2 2025.
  • Dominion Energy was a new Financial Gravity Companies position in Q2 2025.
  • Dominion Energy made up 0.02% of Financial Gravity Companies's portfolio in Q2 2025, its #223 holding.
  • Financial Gravity Companies first reported a position in Dominion Energy in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Dominion Energy position peaked at $102K in Q3 2024.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.