LAM
D icon

Lewis Asset Management’s Dominion Energy D Stock Holding History

Lewis Asset 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
Q4 		– Sell
-9,212
Closed -$563K – 188
2025
Q3 		$563K Buy
+9,212
New +$548K 0.23% 97

Other funds holding D

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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

Lewis Asset Management's D Position: Q4 2025 in Review

Lewis Asset Management sold out of Dominion Energy (D) in Q4 2025, closing a stake of 9,212 shares — an estimated $563K sold.

Lewis Asset Management first reported a position in D in Q3 2025 and held it in 1 quarter. The position peaked at $563K in Q3 2025. 1,446 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • Lewis Asset Management reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
  • Lewis Asset Management sold 9,212 Dominion Energy shares in Q4 2025, an estimated $563K.
  • Lewis Asset Management first reported a position in Dominion Energy in Q3 2025 and held it in 1 quarter.
  • Lewis Asset Management's Dominion Energy position peaked at $563K in Q3 2025.
  • 1,446 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Lewis Asset Management's 13F filing for Q4 2025, filed 15 Jan 2026.