GA
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GoalVest Advisory’s Dominion Energy D Stock Holding History

GoalVest Advisory’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
-203
Closed -$11.4K – 407
2025
Q1 		$11.4K Buy
203
+3
+2% +$165 ﹤0.01% 260
2024
Q4 		$10.8K Hold
200
– – ﹤0.01% 281
2024
Q3 		$11.6K Hold
200
– – ﹤0.01% 310
2024
Q2 		$9.8K Hold
200
– – ﹤0.01% 277
2024
Q1 		$9.84K Buy
200
+18
+10% +$841 ﹤0.01% 320
2023
Q4 		$8.55K Sell
182
-17,695
-99% -$790K ﹤0.01% 264
2023
Q3 		$799K Sell
17,877
-1,270
-7% -$63.1K 0.4% 47
2023
Q2 		$992K Sell
19,147
-4,451
-19% -$242K 0.51% 30
2023
Q1 		$1.32M Buy
23,598
+3,239
+16% +$190K 0.77% 25
2022
Q4 		$1.25M Buy
20,359
+4,894
+32% +$307K 0.81% 26
2022
Q3 		$1.07M Buy
15,465
+2,603
+20% +$210K 0.75% 31
2022
Q2 		$1.02M Buy
12,862
+12,732
+9,794% +$1.05M 0.65% 44
2022
Q1 		$11K Buy
+130
New +$10.4K 0.01% 233

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GoalVest Advisory's D Position: Q2 2025 in Review

GoalVest Advisory sold out of Dominion Energy (D) in Q2 2025, closing a stake of 203 shares — an estimated $11.4K sold.

GoalVest Advisory first reported a position in D in Q1 2022 and held it in 13 quarters. The position peaked at $1.32M in Q1 2023. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • GoalVest Advisory reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
  • GoalVest Advisory sold 203 Dominion Energy shares in Q2 2025, an estimated $11.4K.
  • GoalVest Advisory first reported a position in Dominion Energy in Q1 2022 and held it in 13 quarters.
  • GoalVest Advisory's Dominion Energy position peaked at $1.32M in Q1 2023.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.