KFA Private Wealth Group’s Dominion Energy D Stock Holding History

KFA Private Wealth Group’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	-3,886	Closed	-$220K	–	139
2025 Q2	$220K	Buy	3,886 +151	+4%	+$8.27K	0.07%	127
2025 Q1	$209K	Buy	+3,735	New	+$205K	0.07%	112

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

KFA Private Wealth Group's D Position: Q3 2025 in Review

KFA Private Wealth Group sold out of Dominion Energy (D) in Q3 2025, closing a stake of 3,886 shares — an estimated $220K sold.

KFA Private Wealth Group first reported a position in D in Q1 2025 and held it in 2 quarters. The position peaked at $220K in Q2 2025. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

KFA Private Wealth Group reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
KFA Private Wealth Group sold 3,886 Dominion Energy shares in Q3 2025, an estimated $220K.
KFA Private Wealth Group first reported a position in Dominion Energy in Q1 2025 and held it in 2 quarters.
KFA Private Wealth Group's Dominion Energy position peaked at $220K in Q2 2025.
1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on KFA Private Wealth Group's 13F filing for Q3 2025, filed 3 Oct 2025.