Iron Horse Wealth Management’s Dominion Energy D Stock Holding History

Iron Horse Wealth Management’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	$1.7K	Hold	30	–	–	﹤0.01%	486
2025 Q1	$1.68K	Sell	30 -15	-33%	-$825	﹤0.01%	474
2024 Q4	$2.42K	Buy	45 +15	+50%	+$856	﹤0.01%	374
2024 Q3	$1.73K	Buy	30 +15	+100%	+$819	﹤0.01%	399
2024 Q2	$735	Hold	15	–	–	﹤0.01%	430
2024 Q1	$738	Buy	+15	New	+$701	﹤0.01%	420
2022 Q3	–	Sell	-2	Closed	–	–	173
2022 Q2	$0	Buy	+2	New	+$165	﹤0.01%	260

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

Iron Horse Wealth Management's D Position: Q2 2025 in Review

Iron Horse Wealth Management held its Dominion Energy (D) position steady in Q2 2025 at 30 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Iron Horse Wealth Management first reported a position in D in Q2 2022 and has held it in 7 quarters since. The position peaked at $2.42K in Q4 2024. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

Iron Horse Wealth Management held 30 shares of Dominion Energy worth $1.7K as of Q2 2025.
Iron Horse Wealth Management left its Dominion Energy share count unchanged in Q2 2025.
Dominion Energy made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #486 holding.
Iron Horse Wealth Management first reported a position in Dominion Energy in Q2 2022 and has held it in 7 quarters since.
Iron Horse Wealth Management's Dominion Energy position peaked at $2.42K in Q4 2024.
1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.