GWM
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Graybill Wealth Management’s Dominion Energy D Stock Holding History

Graybill Wealth Management’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
-235
Closed -$13.2K – 98
2025
Q1 		$13.2K Buy
+235
New +$12.9K ﹤0.01% 134

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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

Graybill Wealth Management's D Position: Q2 2025 in Review

Graybill Wealth Management sold out of Dominion Energy (D) in Q2 2025, closing a stake of 235 shares — an estimated $13.2K sold.

Graybill Wealth Management first reported a position in D in Q1 2025 and held it in 1 quarter. The position peaked at $13.2K in Q1 2025. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Graybill Wealth Management reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
  • Graybill Wealth Management sold 235 Dominion Energy shares in Q2 2025, an estimated $13.2K.
  • Graybill Wealth Management first reported a position in Dominion Energy in Q1 2025 and held it in 1 quarter.
  • Graybill Wealth Management's Dominion Energy position peaked at $13.2K in Q1 2025.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Graybill Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.