Glass Jacobson Investment Advisors’s Dominion Energy D Stock Holding History

Glass Jacobson Investment 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	-4,056	Closed	-$218K	–	619
2025 Q1	$218K	Hold	4,056	–	–	0.07%	227
2024 Q4	$218K	Hold	4,056	–	–	0.07%	227
2024 Q3	$234K	Sell	4,056 -130	-3%	-$7.1K	0.08%	215
2024 Q2	$205K	Sell	4,186 -225	-5%	-$11.5K	0.07%	209
2024 Q1	$217K	Sell	4,411 -300	-6%	-$14K	0.08%	204
2023 Q4	$221K	Hold	4,711	–	–	0.09%	192
2023 Q3	$210K	Hold	4,711	–	–	0.1%	191
2023 Q2	$244K	Buy	+4,711	New	+$256K	0.11%	178
2022 Q4	$301K	Buy	+4,902	New	+$308K	0.15%	165

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

Glass Jacobson Investment Advisors's D Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Dominion Energy (D) in Q2 2025, closing a stake of 4,056 shares — an estimated $218K sold.

Glass Jacobson Investment Advisors first reported a position in D in Q4 2022 and held it in 9 quarters. The position peaked at $301K in Q4 2022. 1,349 funds tracked by Wall St. Rank hold D as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 4,056 Dominion Energy shares in Q2 2025, an estimated $218K.
Glass Jacobson Investment Advisors first reported a position in Dominion Energy in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's Dominion Energy position peaked at $301K in Q4 2022.
1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.