FSC Wealth Advisors’s Dominion Energy D Stock Holding History

FSC Wealth Advisors’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	–	Sell	-647	Closed	-$36.3K	–	110
2025 Q1	$36.3K	Buy	647 +5	+0.8%	+$275	0.02%	132
2024 Q4	$34.6K	Sell	642 -145	-18%	-$8.27K	0.02%	134
2024 Q3	$45.5K	Buy	787 +5	+0.6%	+$273	0.03%	119
2024 Q2	$38.3K	Buy	782 +100	+15%	+$5.09K	0.03%	118
2024 Q1	$33.5K	Sell	682 -2	-0.3%	-$93	0.02%	127
2023 Q4	$32.1K	Hold	684	–	–	0.02%	125
2023 Q3	$30.6K	Buy	684 +410	+150%	+$20.4K	0.03%	106
2023 Q2	$14.2K	Hold	274	–	–	0.01%	128
2023 Q1	$15.3K	Hold	274	–	–	0.02%	97
2022 Q4	$16.8K	Hold	274	–	–	0.03%	92
2022 Q3	$19K	Hold	274	–	–	0.18%	82
2022 Q2	$22K	Hold	274	–	–	0.2%	79
2022 Q1	$23K	Hold	274	–	–	0.02%	89
2021 Q4	$22K	Buy	+274	New	+$20.6K	0.01%	99

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FSC Wealth Advisors's D Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Dominion Energy (D) in Q2 2025, closing a stake of 647 shares — an estimated $36.3K sold.

FSC Wealth Advisors first reported a position in D in Q4 2021 and held it in 14 quarters. The position peaked at $45.5K in Q3 2024. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

FSC Wealth Advisors reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 647 Dominion Energy shares in Q2 2025, an estimated $36.3K.
FSC Wealth Advisors first reported a position in Dominion Energy in Q4 2021 and held it in 14 quarters.
FSC Wealth Advisors's Dominion Energy position peaked at $45.5K in Q3 2024.
1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.