HFS
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Hopwood Financial Services’s Dominion Energy D Stock Holding History

Hopwood Financial Services’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
-1,301
Closed -$79.6K – 131
2025
Q3 		$79.6K Hold
1,301
– – 0.05% 129
2025
Q2 		$73.5K Sell
1,301
-50
-4% -$2.74K 0.06% 126
2025
Q1 		$75.8K Sell
1,351
-679
-33% -$37.3K 0.06% 128
2024
Q4 		$109K Buy
+2,030
New +$116K 0.08% 107

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hopwood Financial Services's D Position: Q4 2025 in Review

Hopwood Financial Services sold out of Dominion Energy (D) in Q4 2025, closing a stake of 1,301 shares — an estimated $79.6K sold.

Hopwood Financial Services first reported a position in D in Q4 2024 and held it in 4 quarters. The position peaked at $109K in Q4 2024. 1,451 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • Hopwood Financial Services reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 1,301 Dominion Energy shares in Q4 2025, an estimated $79.6K.
  • Hopwood Financial Services first reported a position in Dominion Energy in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Dominion Energy position peaked at $109K in Q4 2024.
  • 1,451 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.