LI
D icon

LifeWealth Investments’s Dominion Energy D Stock Holding History

LifeWealth Investments’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
-8,910
Closed -$545K – 168
2025
Q3 		$545K Buy
8,910
+66
+0.7% +$3.92K 0.08% 131
2025
Q2 		$500K Buy
8,844
+933
+12% +$51.1K 0.09% 147
2025
Q1 		$444K Buy
7,911
+2,890
+58% +$159K 0.1% 141
2024
Q4 		$270K Buy
+5,021
New +$286K 0.18% 121

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

LifeWealth Investments's D Position: Q4 2025 in Review

LifeWealth Investments sold out of Dominion Energy (D) in Q4 2025, closing a stake of 8,910 shares — an estimated $545K sold.

LifeWealth Investments first reported a position in D in Q4 2024 and held it in 4 quarters. The position peaked at $545K in Q3 2025. 1,445 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • LifeWealth Investments reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
  • LifeWealth Investments sold 8,910 Dominion Energy shares in Q4 2025, an estimated $545K.
  • LifeWealth Investments first reported a position in Dominion Energy in Q4 2024 and held it in 4 quarters.
  • LifeWealth Investments's Dominion Energy position peaked at $545K in Q3 2025.
  • 1,445 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.