MSWA
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Marshall & Sterling Wealth Advisors’s Dominion Energy D Stock Holding History

Marshall & Sterling Wealth Advisors’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
-130
Closed -$7.95K – 411
2025
Q3 		$7.95K Buy
130
+116
+829% +$6.9K 0.01% 400
2025
Q2 		$792 Hold
14
– – ﹤0.01% 588
2025
Q1 		$784 Buy
+14
New +$770 ﹤0.01% 603

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's D Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Dominion Energy (D) in Q4 2025, closing a stake of 130 shares — an estimated $7.95K sold.

Marshall & Sterling Wealth Advisors first reported a position in D in Q1 2025 and held it in 3 quarters. The position peaked at $7.95K in Q3 2025. 1,451 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 130 Dominion Energy shares in Q4 2025, an estimated $7.95K.
  • Marshall & Sterling Wealth Advisors first reported a position in Dominion Energy in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Dominion Energy position peaked at $7.95K in Q3 2025.
  • 1,451 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.