GFA
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Gallagher Fiduciary Advisors’s Dominion Energy D Stock Holding History

Gallagher Fiduciary 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
Q3 		– Sell
-15,520
Closed -$877K – 314
2025
Q2 		$877K Buy
15,520
+1
+0% +$55 0.03% 88
2025
Q1 		$870K Buy
15,519
+8,894
+134% +$489K 0.03% 100
2024
Q4 		$357K Sell
6,625
-8,856
-57% -$505K 0.07% 194
2024
Q3 		$895K Buy
15,481
+7,473
+93% +$408K 0.18% 60
2024
Q2 		$392K Sell
8,008
-21,628
-73% -$1.1M 0.09% 124
2024
Q1 		$1.46M Sell
29,636
-137
-0.5% -$6.4K 0.05% 42
2023
Q4 		$1.4M Buy
29,773
+10,957
+58% +$489K 0.05% 43
2023
Q3 		$841K Sell
18,816
-8,634
-31% -$429K 0.07% 56
2023
Q2 		$1.42M Sell
27,450
-448
-2% -$24.4K 0.11% 45
2023
Q1 		$1.56M Buy
+27,898
New +$1.63M 0.13% 44
2021
Q4 		– Sell
-2,759,365
Closed -$201M – 7
2021
Q3 		$201M Sell
2,759,365
-1,500,000
-35% -$114M 21.55% 3
2021
Q2 		$313M Sell
4,259,365
-600,000
-12% -$46.3M 27.22% 1
2021
Q1 		$369M Hold
4,859,365
– – 27.87% 1
2020
Q4 		$365M Sell
4,859,365
-45,000
-0.9% -$3.58M 28.11% 2
2020
Q3 		$387M Hold
4,904,365
– – 37.7% 1
2020
Q2 		$398M Sell
4,904,365
-1,226,091
-20% -$98.3M 38.6% 1
2020
Q1 		$443M Hold
6,130,456
– – 42.16% 1
2019
Q4 		$508M Buy
+6,130,456
New +$501M 51.81% 1

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

Gallagher Fiduciary Advisors's D Position: Q3 2025 in Review

Gallagher Fiduciary Advisors sold out of Dominion Energy (D) in Q3 2025, closing a stake of 15,520 shares — an estimated $877K sold.

Gallagher Fiduciary Advisors first reported a position in D in Q4 2019 and held it in 18 quarters. The position peaked at $508M in Q4 2019. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • Gallagher Fiduciary Advisors reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 15,520 Dominion Energy shares in Q3 2025, an estimated $877K.
  • Gallagher Fiduciary Advisors first reported a position in Dominion Energy in Q4 2019 and held it in 18 quarters.
  • Gallagher Fiduciary Advisors's Dominion Energy position peaked at $508M in Q4 2019.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.