IRON Financial’s Dominion Energy D Stock Holding History

IRON Financial’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	–	Sell	-9,821	Closed	-$555K	–	147
2025 Q2	$555K	Sell	9,821 -25	-0.3%	-$1.37K	0.29%	62
2025 Q1	$552K	Buy	+9,846	New	+$542K	0.31%	51

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

IRON Financial's D Position: Q3 2025 in Review

IRON Financial sold out of Dominion Energy (D) in Q3 2025, closing a stake of 9,821 shares — an estimated $555K sold.

IRON Financial first reported a position in D in Q1 2025 and held it in 2 quarters. The position peaked at $555K in Q2 2025. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

IRON Financial reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
IRON Financial sold 9,821 Dominion Energy shares in Q3 2025, an estimated $555K.
IRON Financial first reported a position in Dominion Energy in Q1 2025 and held it in 2 quarters.
IRON Financial's Dominion Energy position peaked at $555K in Q2 2025.
1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on IRON Financial's 13F filing for Q3 2025, filed 24 Oct 2025.