Heck Capital Advisors’s Dominion Energy D Stock Holding History

Heck Capital 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 Q2	–	Sell	-9	Closed	-$505	–	191
2025 Q1	$505	Buy	+9	New	+$495	﹤0.01%	223

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heck Capital Advisors's D Position: Q2 2025 in Review

Heck Capital Advisors sold out of Dominion Energy (D) in Q2 2025, closing a stake of 9 shares — an estimated $505 sold.

Heck Capital Advisors first reported a position in D in Q1 2025 and held it in 1 quarter. The position peaked at $505 in Q1 2025. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

Heck Capital Advisors reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
Heck Capital Advisors sold 9 Dominion Energy shares in Q2 2025, an estimated $505.
Heck Capital Advisors first reported a position in Dominion Energy in Q1 2025 and held it in 1 quarter.
Heck Capital Advisors's Dominion Energy position peaked at $505 in Q1 2025.
1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.