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Greystone Financial Group’s Dominion Energy D Stock Holding History

Greystone Financial Group’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
-119,656
Closed -$6.71M – 96
2025
Q1 		$6.71M Buy
119,656
+4,711
+4% +$259K 1.22% 39
2024
Q4 		$6.19M Buy
114,945
+5,932
+5% +$338K 1.08% 40
2024
Q3 		$6.3M Buy
+109,013
New +$5.96M 1.13% 38

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 $315B AUM 27.84% 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

Greystone Financial Group's D Position: Q2 2025 in Review

Greystone Financial Group sold out of Dominion Energy (D) in Q2 2025, closing a stake of 119,656 shares — an estimated $6.71M sold.

Greystone Financial Group first reported a position in D in Q3 2024 and held it in 3 quarters. The position peaked at $6.71M in Q1 2025. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Greystone Financial Group reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
  • Greystone Financial Group sold 119,656 Dominion Energy shares in Q2 2025, an estimated $6.71M.
  • Greystone Financial Group first reported a position in Dominion Energy in Q3 2024 and held it in 3 quarters.
  • Greystone Financial Group's Dominion Energy position peaked at $6.71M in Q1 2025.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Greystone Financial Group's 13F filing for Q2 2025, filed 7 Aug 2025.