FWM
D icon

FSA Wealth Management’s Dominion Energy D Stock Holding History

FSA Wealth 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
Q3 		$11.4K Hold
187
– – ﹤0.01% 295
2025
Q2 		$10.6K Hold
187
– – ﹤0.01% 286
2025
Q1 		$10.5K Hold
187
– – ﹤0.01% 268
2024
Q4 		$10.1K Hold
187
– – ﹤0.01% 297
2024
Q3 		$10.8K Buy
+187
New +$10.2K ﹤0.01% 298
2024
Q1 		$30.9K Hold
629
– – 0.01% 204
2023
Q4 		$30K Buy
+629
New +$28.1K 0.01% 194

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

FSA Wealth Management's D Position: Q3 2025 in Review

FSA Wealth Management held its Dominion Energy (D) position steady in Q3 2025 at 187 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

FSA Wealth Management first reported a position in D in Q4 2023 and has held it in 7 quarters since. The position peaked at $30.9K in Q1 2024. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • FSA Wealth Management held 187 shares of Dominion Energy worth $11.4K as of Q3 2025.
  • FSA Wealth Management left its Dominion Energy share count unchanged in Q3 2025.
  • Dominion Energy made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #295 holding.
  • FSA Wealth Management first reported a position in Dominion Energy in Q4 2023 and has held it in 7 quarters since.
  • FSA Wealth Management's Dominion Energy position peaked at $30.9K in Q1 2024.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.