LI
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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
Q1 		– Sell
-5,021
Closed -$270K – 140
2024
Q4 		$270K Buy
+5,021
New +$286K 0.18% 121

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Geode Capital Management
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LifeWealth Investments's D Position: Q1 2025 in Review

LifeWealth Investments sold out of Dominion Energy (D) in Q1 2025, closing a stake of 5,021 shares — an estimated $270K sold.

LifeWealth Investments first reported a position in D in Q4 2024 and held it in 1 quarter. The position peaked at $270K in Q4 2024. 1,407 funds tracked by Wall St. Rank hold D as of Q1 2025.

  • LifeWealth Investments reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
  • LifeWealth Investments sold 5,021 Dominion Energy shares in Q1 2025, an estimated $270K.
  • LifeWealth Investments first reported a position in Dominion Energy in Q4 2024 and held it in 1 quarter.
  • LifeWealth Investments's Dominion Energy position peaked at $270K in Q4 2024.
  • 1,407 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.