Klingman & Associates’s Dominion Energy D Stock Holding History

Klingman & Associates’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	-3,647	Closed	-$206K	–	323
2025 Q2	$206K	Buy	3,647 +64	+2%	+$3.51K	0.01%	300
2025 Q1	$201K	Buy	+3,583	New	+$197K	0.01%	260
2022 Q3	–	Sell	-2,953	Closed	-$236K	–	193
2022 Q2	$236K	Buy	2,953 +124	+4%	+$10.2K	0.02%	171
2022 Q1	$240K	Buy	+2,829	New	+$227K	0.02%	180
2016 Q4	–	Sell	-152	Closed	-$11K	–	150
2016 Q3	$11K	Sell	152 -1,148	-88%	-$87.5K	﹤0.01%	288
2016 Q2	$101K	Hold	1,300	–	–	0.03%	140
2016 Q1	$98K	Hold	1,300	–	–	0.04%	143
2015 Q4	$88K	Hold	1,300	–	–	0.03%	174
2015 Q3	$91K	Sell	1,300 -500	-28%	-$35.1K	0.04%	164
2015 Q2	$120K	Hold	1,800	–	–	0.05%	119
2015 Q1	$128K	Sell	1,800 -304	-14%	-$22.6K	0.05%	106
2014 Q4	$161K	Buy	+2,104	New	+$152K	0.07%	91

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

Klingman & Associates's D Position: Q3 2025 in Review

Klingman & Associates sold out of Dominion Energy (D) in Q3 2025, closing a stake of 3,647 shares — an estimated $206K sold.

Klingman & Associates first reported a position in D in Q4 2014 and held it in 12 quarters. The position peaked at $240K in Q1 2022. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

Klingman & Associates reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
Klingman & Associates sold 3,647 Dominion Energy shares in Q3 2025, an estimated $206K.
Klingman & Associates first reported a position in Dominion Energy in Q4 2014 and held it in 12 quarters.
Klingman & Associates's Dominion Energy position peaked at $240K in Q1 2022.
1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Klingman & Associates's 13F filing for Q3 2025, filed 27 Oct 2025.