KIM
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Kestra Investment Management’s Dominion Energy D Stock Holding History

Kestra Investment 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
Q3 		– Sell
-2,748
Closed -$154K – 566
2025
Q2 		$154K Hold
2,748
– – ﹤0.01% 491
2025
Q1 		$154K Sell
2,748
-797
-22% -$43.8K ﹤0.01% 391
2024
Q4 		$191K Sell
3,545
-530
-13% -$30.2K 0.01% 359
2024
Q3 		$235K Buy
+4,075
New +$223K 0.01% 297

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kestra Investment Management's D Position: Q3 2025 in Review

Kestra Investment Management sold out of Dominion Energy (D) in Q3 2025, closing a stake of 2,748 shares — an estimated $154K sold.

Kestra Investment Management first reported a position in D in Q3 2024 and held it in 4 quarters. The position peaked at $235K in Q3 2024. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • Kestra Investment Management reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 2,748 Dominion Energy shares in Q3 2025, an estimated $154K.
  • Kestra Investment Management first reported a position in Dominion Energy in Q3 2024 and held it in 4 quarters.
  • Kestra Investment Management's Dominion Energy position peaked at $235K in Q3 2024.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.