MWA
D icon

Monograph Wealth Advisors’s Dominion Energy D Stock Holding History

Monograph 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
-8,700
Closed -$532K – 138
2025
Q3 		$532K Sell
8,700
-2
-0% -$119 0.05% 85
2025
Q2 		$492K Buy
+8,702
New +$477K 0.06% 79

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Monograph Wealth Advisors's D Position: Q4 2025 in Review

Monograph Wealth Advisors sold out of Dominion Energy (D) in Q4 2025, closing a stake of 8,700 shares — an estimated $532K sold.

Monograph Wealth Advisors first reported a position in D in Q2 2025 and held it in 2 quarters. The position peaked at $532K in Q3 2025. 1,451 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • Monograph Wealth Advisors reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
  • Monograph Wealth Advisors sold 8,700 Dominion Energy shares in Q4 2025, an estimated $532K.
  • Monograph Wealth Advisors first reported a position in Dominion Energy in Q2 2025 and held it in 2 quarters.
  • Monograph Wealth Advisors's Dominion Energy position peaked at $532K in Q3 2025.
  • 1,451 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Monograph Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.