Guerra Advisors’s Dominion Energy D Stock Holding History

Guerra 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 Q3	$2.75K	Buy	+45	New	+$2.67K	﹤0.01%	486

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

Guerra Advisors's D Position: Q3 2025 in Review

Guerra Advisors opened a new position in Dominion Energy (D) in Q3 2025: 45 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #486 among its holdings.

1,410 funds tracked by Wall St. Rank hold D as of Q3 2025.

Guerra Advisors held 45 shares of Dominion Energy worth $2.75K as of Q3 2025.
Dominion Energy was a new Guerra Advisors position in Q3 2025.
Dominion Energy made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #486 holding.
1,410 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.