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Focus Partners Advisor Solutions’s Dominion Energy D Stock Holding History

Focus Partners Advisor Solutions’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 		– Sell
-15,766
Closed -$962K – 1133
2025
Q3 		$962K Sell
15,766
-2,192
-12% -$130K 0.01% 541
2025
Q2 		$1.01M Buy
17,958
+2,293
+15% +$126K 0.01% 435
2025
Q1 		$878K Buy
15,665
+5,757
+58% +$317K 0.01% 415
2024
Q4 		$534K Sell
9,908
-4,657
-32% -$266K 0.01% 459
2024
Q3 		$842K Buy
14,565
+2,727
+23% +$149K 0.02% 318
2024
Q2 		$580K Sell
11,838
-1,519
-11% -$77.4K 0.02% 340
2024
Q1 		$657K Buy
13,357
+8,118
+155% +$379K 0.02% 307
2023
Q4 		$246K Sell
5,239
-2,828
-35% -$126K 0.01% 365
2023
Q3 		$360K Buy
8,067
+2,466
+44% +$122K 0.02% 315
2023
Q2 		$290K Sell
5,601
-671
-11% -$36.5K 0.02% 299
2023
Q1 		$351K Sell
6,272
-1,107
-15% -$64.8K 0.02% 253
2022
Q4 		$453K Sell
7,379
-4,169
-36% -$262K 0.04% 204
2022
Q3 		$798K Sell
11,548
-2,321
-17% -$187K 0.05% 176
2022
Q2 		$1.11M Buy
13,869
+11,126
+406% +$919K 0.09% 103
2022
Q1 		$234K Sell
2,743
-3,478
-56% -$279K 0.02% 285
2021
Q4 		$488K Buy
+6,221
New +$468K 0.1% 71

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

Focus Partners Advisor Solutions's D Position: Q4 2025 in Review

Focus Partners Advisor Solutions sold out of Dominion Energy (D) in Q4 2025, closing a stake of 15,766 shares — an estimated $962K sold.

Focus Partners Advisor Solutions first reported a position in D in Q4 2021 and held it in 16 quarters. The position peaked at $1.11M in Q2 2022. 1,445 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • Focus Partners Advisor Solutions reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 15,766 Dominion Energy shares in Q4 2025, an estimated $962K.
  • Focus Partners Advisor Solutions first reported a position in Dominion Energy in Q4 2021 and held it in 16 quarters.
  • Focus Partners Advisor Solutions's Dominion Energy position peaked at $1.11M in Q2 2022.
  • 1,445 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2025, filed 11 Feb 2026.