MWA Asset Management’s Dominion Energy D Stock Holding History

MWA Asset Management’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	-6,860	Closed	-$385K	–	120
2025 Q1	$385K	Buy	6,860 +705	+11%	+$38.8K	0.27%	85
2024 Q4	$332K	Buy	+6,155	New	+$351K	0.22%	99
2023 Q4	–	Sell	-19,868	Closed	-$888K	–	117
2023 Q3	$888K	Buy	+19,868	New	+$986K	0.86%	39

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MWA Asset Management's D Position: Q2 2025 in Review

MWA Asset Management sold out of Dominion Energy (D) in Q2 2025, closing a stake of 6,860 shares — an estimated $385K sold.

MWA Asset Management first reported a position in D in Q3 2023 and held it in 3 quarters. The position peaked at $888K in Q3 2023. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

MWA Asset Management reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
MWA Asset Management sold 6,860 Dominion Energy shares in Q2 2025, an estimated $385K.
MWA Asset Management first reported a position in Dominion Energy in Q3 2023 and held it in 3 quarters.
MWA Asset Management's Dominion Energy position peaked at $888K in Q3 2023.
1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on MWA Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.