NewSquare Capital’s Dominion Energy D Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-353	Closed	-$20K	–	431
2025 Q2	$20K	Buy	353 +97	+38%	+$5.32K	﹤0.01%	478
2025 Q1	$14.4K	Buy	256 +227	+783%	+$12.5K	﹤0.01%	456
2024 Q4	$1.56K	Buy	+29	New	+$1.65K	﹤0.01%	589
2023 Q2	–	Sell	-363	Closed	-$20.3K	–	877
2023 Q1	$20.3K	Buy	363 +333	+1,110%	+$19.5K	﹤0.01%	267
2022 Q4	$1.84K	Buy	+30	New	+$1.88K	﹤0.01%	493

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

NewSquare Capital's D Position: Q3 2025 in Review

NewSquare Capital sold out of Dominion Energy (D) in Q3 2025, closing a stake of 353 shares — an estimated $20K sold.

NewSquare Capital first reported a position in D in Q4 2022 and held it in 5 quarters. The position peaked at $20.3K in Q1 2023. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

NewSquare Capital reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 353 Dominion Energy shares in Q3 2025, an estimated $20K.
NewSquare Capital first reported a position in Dominion Energy in Q4 2022 and held it in 5 quarters.
NewSquare Capital's Dominion Energy position peaked at $20.3K in Q1 2023.
1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.