Grey Fox Wealth Advisors’s Dominion Energy D Stock Holding History

Grey Fox Wealth 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 Q4	–	Sell	-301	Closed	-$18.4K	–	238
2025 Q3	$18.4K	Buy	+301	New	+$17.9K	﹤0.01%	345
2023 Q2	–	Sell	-585	Closed	-$32.7K	–	196
2023 Q1	$32.7K	Buy	585 +3	+0.5%	+$176	0.02%	222
2022 Q4	$35.7K	Buy	+582	New	+$36.5K	0.02%	190

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Grey Fox Wealth Advisors's D Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Dominion Energy (D) in Q4 2025, closing a stake of 301 shares — an estimated $18.4K sold.

Grey Fox Wealth Advisors first reported a position in D in Q4 2022 and held it in 3 quarters. The position peaked at $35.7K in Q4 2022. 1,445 funds tracked by Wall St. Rank hold D as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 301 Dominion Energy shares in Q4 2025, an estimated $18.4K.
Grey Fox Wealth Advisors first reported a position in Dominion Energy in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's Dominion Energy position peaked at $35.7K in Q4 2022.
1,445 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.