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Marcum Wealth’s Dominion Energy D Stock Holding History

Marcum Wealth’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 		$403K Sell
7,187
-3
-0% -$165 0.03% 224
2024
Q4 		$387K Sell
7,190
-273
-4% -$15.6K 0.03% 232
2024
Q3 		$431K Sell
7,463
-526
-7% -$28.7K 0.04% 224
2024
Q2 		$391K Sell
7,989
-288
-3% -$14.7K 0.04% 231
2024
Q1 		$407K Buy
8,277
+2,612
+46% +$122K 0.04% 223
2023
Q4 		$266K Sell
5,665
-3,160
-36% -$141K 0.03% 276
2023
Q3 		$394K Buy
8,825
+158
+2% +$7.84K 0.05% 202
2023
Q2 		$449K Sell
8,667
-161
-2% -$8.75K 0.05% 189
2023
Q1 		$494K Buy
8,828
+1,184
+15% +$69.3K 0.06% 174
2022
Q4 		$469K Sell
7,644
-4,341
-36% -$273K 0.06% 179
2022
Q3 		$828K Buy
11,985
+516
+4% +$41.7K 0.13% 97
2022
Q2 		$915K Buy
11,469
+427
+4% +$35.3K 0.14% 95
2022
Q1 		$938K Buy
11,042
+2,783
+34% +$224K 0.13% 102
2021
Q4 		$649K Buy
8,259
+1,354
+20% +$102K 0.09% 145
2021
Q3 		$504K Buy
6,905
+844
+14% +$64.4K 0.08% 154
2021
Q2 		$446K Buy
6,061
+189
+3% +$14.6K 0.07% 164
2021
Q1 		$446K Buy
5,872
+1,561
+36% +$113K 0.07% 160
2020
Q4 		$324K Buy
4,311
+62
+1% +$4.93K 0.08% 98
2020
Q3 		$335K Sell
4,249
-610
-13% -$47.9K 0.1% 73
2020
Q2 		$394K Buy
4,859
+1,005
+26% +$80.6K 0.12% 67
2020
Q1 		$278K Sell
3,854
-973
-20% -$79.5K 0.11% 68
2019
Q4 		$400K Buy
+4,827
New +$394K 0.15% 61

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marcum Wealth's D Position: Q1 2025 in Review

Marcum Wealth reduced its Dominion Energy (D) stake by 0.04% in Q1 2025, selling an estimated $165 and leaving 7,187 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #224.

Marcum Wealth first reported a position in D in Q4 2019 and has held it in 22 quarters since. The position peaked at $938K in Q1 2022. 1,404 funds tracked by Wall St. Rank hold D as of Q1 2025.

  • Marcum Wealth held 7,187 shares of Dominion Energy worth $403K as of Q1 2025.
  • Marcum Wealth sold 3 Dominion Energy shares in Q1 2025, an estimated $165.
  • Dominion Energy made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #224 holding.
  • Marcum Wealth first reported a position in Dominion Energy in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Dominion Energy position peaked at $938K in Q1 2022.
  • 1,404 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.