Nalls Sherbakoff Group’s Dominion Energy D Stock Holding History

Nalls Sherbakoff Group’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	$215K	Sell	3,675 -115	-3%	-$6.93K	0.16%	98
2025 Q3	$232K	Hold	3,790	–	–	0.16%	93
2025 Q2	$214K	Buy	3,790 +115	+3%	+$6.3K	0.16%	93
2025 Q1	$206K	Buy	+3,675	New	+$202K	0.17%	89
2023 Q4	$182K	Buy	3,875 +75	+2%	+$3.35K	0.16%	90
2023 Q3	$170K	Sell	3,800 -26	-0.7%	-$1.29K	0.17%	88
2023 Q2	$192K	Hold	3,826	–	–	0.19%	77
2023 Q1	$213K	Buy	+3,826	New	+$224K	0.21%	71

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nalls Sherbakoff Group's D Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Dominion Energy (D) stake by 3% in Q4 2025, selling an estimated $6.93K and leaving 3,675 shares worth $215K. The position accounts for 0.16% of the portfolio, ranked #98.

Nalls Sherbakoff Group first reported a position in D in Q1 2023 and has held it in 8 quarters since. The position peaked at $232K in Q3 2025. 1,446 funds tracked by Wall St. Rank hold D as of Q4 2025.

Nalls Sherbakoff Group held 3,675 shares of Dominion Energy worth $215K as of Q4 2025.
Nalls Sherbakoff Group sold 115 Dominion Energy shares in Q4 2025, an estimated $6.93K.
Dominion Energy made up 0.16% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #98 holding.
Nalls Sherbakoff Group first reported a position in Dominion Energy in Q1 2023 and has held it in 8 quarters since.
Nalls Sherbakoff Group's Dominion Energy position peaked at $232K in Q3 2025.
1,446 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.