Laird Norton Wetherby Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $510K | Sell |
8,336
-1,991
| -19% | -$118K | 0.02% | 584 |
|
|
2025
Q2 | $584K | Buy |
+10,327
| New | +$566K | 0.03% | 512 |
|
|
2024
Q4 | $449K | Sell |
8,343
-3,081
| -27% | -$176K | 0.02% | 566 |
|
|
2024
Q3 | $660K | Sell |
11,424
-163
| -1% | -$8.9K | 0.03% | 472 |
|
|
2024
Q2 | $568K | Buy |
11,587
+137
| +1% | +$6.98K | 0.03% | 504 |
|
|
2024
Q1 | $563K | Buy |
11,450
+715
| +7% | +$33.4K | 0.03% | 527 |
|
|
2023
Q4 | $505K | Buy |
10,735
+265
| +3% | +$11.8K | 0.03% | 540 |
|
|
2023
Q3 | $468K | Sell |
10,470
-409
| -4% | -$20.3K | 0.03% | 544 |
|
|
2023
Q2 | $563K | Buy |
10,879
+1,195
| +12% | +$65K | 0.03% | 495 |
|
|
2023
Q1 | $541K | Buy |
9,684
+426
| +5% | +$24.9K | 0.03% | 507 |
|
|
2022
Q4 | $568K | Sell |
9,258
-3,507
| -27% | -$220K | 0.04% | 483 |
|
|
2022
Q3 | $882K | Buy |
12,765
+2,700
| +27% | +$218K | 0.06% | 320 |
|
|
2022
Q2 | $803K | Buy |
10,065
+305
| +3% | +$25.2K | 0.05% | 348 |
|
|
2022
Q1 | $829K | Buy |
9,760
+268
| +3% | +$21.5K | 0.05% | 358 |
|
|
2021
Q4 | $745K | Sell |
9,492
-486
| -5% | -$36.6K | 0.04% | 392 |
|
|
2021
Q3 | $728K | Sell |
9,978
-542
| -5% | -$41.3K | 0.04% | 381 |
|
|
2021
Q2 | $774K | Buy |
10,520
+54
| +0.5% | +$4.17K | 0.05% | 370 |
|
|
2021
Q1 | $795K | Sell |
10,466
-1,503
| -13% | -$109K | 0.06% | 312 |
|
|
2020
Q4 | $900K | Sell |
11,969
-1,111
| -8% | -$88.3K | 0.06% | 297 |
|
|
2020
Q3 | $1.03M | Sell |
13,080
-2,017
| -13% | -$158K | 0.09% | 214 |
|
|
2020
Q2 | $1.23M | Buy |
15,097
+275
| +2% | +$22.1K | 0.12% | 170 |
|
|
2020
Q1 | $1.07M | Buy |
14,822
+2,346
| +19% | +$192K | 0.12% | 176 |
|
|
2019
Q4 | $1.03M | Sell |
12,476
-241
| -2% | -$19.7K | 0.1% | 211 |
|
|
2019
Q3 | $1.03M | Buy |
12,717
+1,848
| +17% | +$143K | 0.11% | 209 |
|
|
2019
Q2 | $840K | Buy |
10,869
+477
| +5% | +$36.3K | 0.09% | 239 |
|
|
2019
Q1 | $797K | Buy |
10,392
+1,100
| +12% | +$80.3K | 0.1% | 230 |
|
|
2018
Q4 | $664K | Buy |
9,292
+636
| +7% | +$46.5K | 0.09% | 252 |
|
|
2018
Q3 | $609K | Buy |
8,656
+756
| +10% | +$53.5K | 0.08% | 307 |
|
|
2018
Q2 | $539K | Sell |
7,900
-1,109
| -12% | -$72.2K | 0.07% | 318 |
|
|
2018
Q1 | $608K | Sell |
9,009
-535
| -6% | -$39.5K | 0.08% | 284 |
|
|
2017
Q4 | $774K | Buy |
9,544
+544
| +6% | +$44.1K | 0.11% | 226 |
|
|
2017
Q3 | $693K | Buy |
9,000
+297
| +3% | +$23.1K | 0.1% | 244 |
|
|
2017
Q2 | $667K | Buy |
8,703
+246
| +3% | +$19.3K | 0.11% | 228 |
|
|
2017
Q1 | $656K | Buy |
8,457
+122
| +1% | +$9.23K | 0.12% | 224 |
|
|
2016
Q4 | $638K | Buy |
8,335
+797
| +11% | +$58.7K | 0.13% | 209 |
|
|
2016
Q3 | $559K | Buy |
7,538
+1,554
| +26% | +$118K | 0.11% | 231 |
|
|
2016
Q2 | $466K | Buy |
5,984
+23
| +0.4% | +$1.67K | 0.1% | 236 |
|
|
2016
Q1 | $448K | Sell |
5,961
-471
| -7% | -$33.3K | 0.11% | 236 |
|
|
2015
Q4 | $435K | Sell |
6,432
-512
| -7% | -$35.4K | 0.1% | 230 |
|
|
2015
Q3 | $489K | Buy |
6,944
+626
| +10% | +$44K | 0.13% | 196 |
|
|
2015
Q2 | $423K | Buy |
6,318
+7
| +0.1% | +$493 | 0.1% | 243 |
|
|
2015
Q1 | $448K | Buy |
6,311
+457
| +8% | +$33.9K | 0.11% | 226 |
|
|
2014
Q4 | $450K | Buy |
5,854
+327
| +6% | +$23.7K | 0.11% | 204 |
|
|
2014
Q3 | $382K | Sell |
5,527
-159
| -3% | -$11K | 0.11% | 240 |
|
|
2014
Q2 | $407K | Sell |
5,686
-425
| -7% | -$29.8K | 0.11% | 221 |
|
|
2014
Q1 | $434K | Sell |
6,111
-115
| -2% | -$7.85K | 0.12% | 207 |
|
|
2013
Q4 | $403K | Buy |
6,226
+93
| +2% | +$5.99K | 0.11% | 222 |
|
|
2013
Q3 | $383K | Buy |
6,133
+461
| +8% | +$27.3K | 0.12% | 217 |
|
|
2013
Q2 | $322K | Buy |
+5,672
| New | +$332K | 0.11% | 218 |
|
Other funds holding D
Laird Norton Wetherby Wealth Management's D Position: Q3 2025 in Review
Laird Norton Wetherby Wealth Management reduced its Dominion Energy (D) stake by 19% in Q3 2025, selling an estimated $118K and leaving 8,336 shares worth $510K. The position accounts for 0.02% of the portfolio, ranked #584.
Laird Norton Wetherby Wealth Management first reported a position in D in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.23M in Q2 2020. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.
- Laird Norton Wetherby Wealth Management held 8,336 shares of Dominion Energy worth $510K as of Q3 2025.
- Laird Norton Wetherby Wealth Management sold 1,991 Dominion Energy shares in Q3 2025, an estimated $118K.
- Dominion Energy made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #584 holding.
- Laird Norton Wetherby Wealth Management first reported a position in Dominion Energy in Q2 2013 and has held it in 49 quarters since.
- Laird Norton Wetherby Wealth Management's Dominion Energy position peaked at $1.23M in Q2 2020.
- 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.
Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.