FAM
D icon

Formidable Asset Management’s Dominion Energy D Stock Holding History

Formidable Asset Management’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
-6,653
Closed -$376K – 404
2025
Q3 		$376K Buy
6,653
+1,066
+19% +$63.4K 0.06% 289
2025
Q2 		$313K Hold
5,587
– – 0.05% 303
2025
Q1 		$313K Buy
+5,587
New +$307K 0.05% 302
2019
Q2 		– Sell
-4,618
Closed -$1.75M – 252
2019
Q1 		$1.75M Buy
+4,618
New +$337K 0.69% 26

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

Formidable Asset Management's D Position: Q4 2025 in Review

Formidable Asset Management sold out of Dominion Energy (D) in Q4 2025, closing a stake of 6,653 shares — an estimated $376K sold.

Formidable Asset Management first reported a position in D in Q1 2019 and held it in 4 quarters. The position peaked at $1.75M in Q1 2019. 1,446 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • Formidable Asset Management reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
  • Formidable Asset Management sold 6,653 Dominion Energy shares in Q4 2025, an estimated $376K.
  • Formidable Asset Management first reported a position in Dominion Energy in Q1 2019 and held it in 4 quarters.
  • Formidable Asset Management's Dominion Energy position peaked at $1.75M in Q1 2019.
  • 1,446 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Formidable Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.