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FineMark National Bank & Trust’s Dominion Energy D Stock Holding History

FineMark National Bank & Trust’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
Q4 		$891K Sell
15,203
-165
-1% -$9.94K 0.03% 241
2025
Q3 		$940K Buy
15,368
+76
+0.5% +$4.52K 0.03% 240
2025
Q2 		$864K Buy
15,292
+1,274
+9% +$69.8K 0.03% 237
2025
Q1 		$786K Sell
14,018
-394
-3% -$21.7K 0.03% 240
2024
Q4 		$776K Buy
14,412
+90
+0.6% +$5.13K 0.03% 235
2024
Q3 		$828K Buy
14,322
+4,878
+52% +$267K 0.03% 237
2024
Q2 		$463K Sell
9,444
-276
-3% -$14.1K 0.02% 291
2024
Q1 		$478K Sell
9,720
-191
-2% -$8.92K 0.02% 288
2023
Q4 		$466K Sell
9,911
-616
-6% -$27.5K 0.02% 288
2023
Q3 		$470K Sell
10,527
-225
-2% -$11.2K 0.02% 281
2023
Q2 		$557K Buy
10,752
+329
+3% +$17.9K 0.02% 269
2023
Q1 		$583K Sell
10,423
-190
-2% -$11.1K 0.02% 258
2022
Q4 		$651K Sell
10,613
-2,968
-22% -$186K 0.03% 234
2022
Q3 		$939K Sell
13,581
-1,234
-8% -$99.6K 0.05% 193
2022
Q2 		$1.18M Sell
14,815
-285
-2% -$23.5K 0.05% 187
2022
Q1 		$1.28M Buy
15,100
+41
+0.3% +$3.29K 0.05% 193
2021
Q4 		$1.18M Sell
15,059
-434
-3% -$32.7K 0.04% 198
2021
Q3 		$1.13M Sell
15,493
-1,235
-7% -$94.2K 0.05% 192
2021
Q2 		$1.23M Sell
16,728
-3,798
-19% -$293K 0.05% 191
2021
Q1 		$1.56M Sell
20,526
-860
-4% -$62.5K 0.07% 166
2020
Q4 		$1.61M Buy
21,386
+2,796
+15% +$222K 0.07% 155
2020
Q3 		$1.47M Sell
18,590
-216
-1% -$17K 0.07% 149
2020
Q2 		$1.53M Buy
18,806
+2,670
+17% +$214K 0.08% 131
2020
Q1 		$1.17M Sell
16,136
-3,318
-17% -$271K 0.07% 143
2019
Q4 		$1.61M Buy
19,454
+62
+0.3% +$5.07K 0.08% 142
2019
Q3 		$1.57M Buy
19,392
+7,612
+65% +$589K 0.08% 139
2019
Q2 		$911K Buy
11,780
+941
+9% +$71.7K 0.05% 183
2019
Q1 		$831K Sell
10,839
-913
-8% -$66.7K 0.05% 183
2018
Q4 		$840K Buy
11,752
+253
+2% +$18.5K 0.06% 178
2018
Q3 		$808K Sell
11,499
-1,439
-11% -$102K 0.05% 178
2018
Q2 		$882K Sell
12,938
-389
-3% -$25.3K 0.05% 190
2018
Q1 		$899K Sell
13,327
-1,716
-11% -$127K 0.06% 175
2017
Q4 		$1.22M Sell
15,043
-736
-5% -$59.6K 0.08% 148
2017
Q3 		$1.21M Sell
15,779
-1,198
-7% -$93.2K 0.08% 146
2017
Q2 		$1.3M Buy
16,977
+383
+2% +$30.1K 0.09% 138
2017
Q1 		$1.29M Buy
16,594
+685
+4% +$51.8K 0.09% 138
2016
Q4 		$1.22M Buy
15,909
+439
+3% +$32.4K 0.1% 139
2016
Q3 		$1.15M Sell
15,470
-2,334
-13% -$178K 0.12% 142
2016
Q2 		$1.39M Sell
17,804
-515
-3% -$37.4K 0.15% 122
2016
Q1 		$1.38M Sell
18,319
-1,211
-6% -$85.7K 0.16% 123
2015
Q4 		$1.32M Sell
19,530
-2,064
-10% -$143K 0.16% 132
2015
Q3 		$1.52M Sell
21,594
-1,097
-5% -$77.1K 0.21% 120
2015
Q2 		$1.52M Sell
22,691
-478
-2% -$33.6K 0.2% 121
2015
Q1 		$1.64M Buy
23,169
+173
+0.8% +$12.8K 0.22% 116
2014
Q4 		$1.77M Buy
22,996
+821
+4% +$59.4K 0.26% 106
2014
Q3 		$1.53M Buy
22,175
+1,685
+8% +$116K 0.25% 111
2014
Q2 		$1.47M Sell
20,490
-319
-2% -$22.4K 0.25% 110
2014
Q1 		$1.48M Sell
20,809
-182
-0.9% -$12.4K 0.28% 98
2013
Q4 		$1.36M Sell
20,991
-814
-4% -$52.4K 0.28% 101
2013
Q3 		$1.36M Sell
21,805
-20,046
-48% -$1.19M 0.34% 78
2013
Q2 		$2.38M Buy
+41,851
New +$2.45M 0.72% 29

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FineMark National Bank & Trust's D Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its Dominion Energy (D) stake by 1.1% in Q4 2025, selling an estimated $9.94K and leaving 15,203 shares worth $891K. The position accounts for 0.03% of the portfolio, ranked #241.

FineMark National Bank & Trust first reported a position in D in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.38M in Q2 2013. 1,445 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • FineMark National Bank & Trust held 15,203 shares of Dominion Energy worth $891K as of Q4 2025.
  • FineMark National Bank & Trust sold 165 Dominion Energy shares in Q4 2025, an estimated $9.94K.
  • Dominion Energy made up 0.03% of FineMark National Bank & Trust's portfolio in Q4 2025, its #241 holding.
  • FineMark National Bank & Trust first reported a position in Dominion Energy in Q2 2013 and has held it in 51 quarters since.
  • FineMark National Bank & Trust's Dominion Energy position peaked at $2.38M in Q2 2013.
  • 1,445 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.