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McClarren Financial Advisors’s Dominion Energy D Stock Holding History

McClarren Financial 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
Q2 		– Sell
-56
Closed -$43K – 134
2025
Q1 		$43K Sell
56
-712
-93% -$39.2K 0.03% 148
2024
Q4 		$41K Buy
768
+711
+1,247% +$40.6K 0.12% 90
2024
Q3 		$43 Buy
57
+8
+16% +$437 0.01% 125
2024
Q2 		$36K Buy
+49
New +$2.5K 0.03% 166

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

McClarren Financial Advisors's D Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Dominion Energy (D) in Q2 2025, closing a stake of 56 shares — an estimated $43K sold.

McClarren Financial Advisors first reported a position in D in Q2 2024 and held it in 4 quarters. The position peaked at $43K in Q1 2025. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 56 Dominion Energy shares in Q2 2025, an estimated $43K.
  • McClarren Financial Advisors first reported a position in Dominion Energy in Q2 2024 and held it in 4 quarters.
  • McClarren Financial Advisors's Dominion Energy position peaked at $43K in Q1 2025.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.