Global Financial Private Client’s Dominion Energy D Stock Holding History

Global Financial Private Client’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	-16,441	Closed	-$922K	–	555
2025 Q1	$922K	Sell	16,441 -652	-4%	-$35.9K	0.35%	79
2024 Q4	$921K	Buy	17,093 +4,672	+38%	+$267K	0.35%	83
2024 Q3	$718K	Buy	+12,421	New	+$679K	0.28%	98
2023 Q2	–	Sell	-2	Closed	-$111	–	678
2023 Q1	$111	Hold	2	–	–	﹤0.01%	674
2022 Q4	$123	Buy	+2	New	+$126	﹤0.01%	668
2020 Q3	–	Sell	-551	Closed	-$45.4K	–	476
2020 Q2	$45.4K	Sell	551 -348	-39%	-$27.9K	0.04%	221
2020 Q1	$62.9K	Hold	899	–	–	0.07%	181
2019 Q4	$74.5K	Buy	+899	New	+$73.5K	0.06%	198

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

Global Financial Private Client's D Position: Q2 2025 in Review

Global Financial Private Client sold out of Dominion Energy (D) in Q2 2025, closing a stake of 16,441 shares — an estimated $922K sold.

Global Financial Private Client first reported a position in D in Q4 2019 and held it in 8 quarters. The position peaked at $922K in Q1 2025. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

Global Financial Private Client reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 16,441 Dominion Energy shares in Q2 2025, an estimated $922K.
Global Financial Private Client first reported a position in Dominion Energy in Q4 2019 and held it in 8 quarters.
Global Financial Private Client's Dominion Energy position peaked at $922K in Q1 2025.
1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.