Nicolet Advisory Services’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$302K Buy
5,169
+455
+10% +$27.4K 0.02% 325
2025
Q3
$287K Buy
4,714
+99
+2% +$5.88K 0.02% 324
2025
Q2
$279K Buy
4,615
+696
+18% +$38.1K 0.02% 325
2025
Q1
$204K Sell
3,919
-309
-7% -$17K 0.02% 362
2024
Q4
$226K Buy
+4,228
New +$241K 0.02% 347

Other funds holding D

Nicolet Advisory Services's D Position: Q4 2025 in Review

Nicolet Advisory Services increased its Dominion Energy (D) stake by 9.7% in Q4 2025, buying an estimated $27.4K and bringing the position to 5,169 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #325.

Nicolet Advisory Services first reported a position in D in Q4 2024 and has held it in 5 quarters since. 1,446 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • Nicolet Advisory Services held 5,169 shares of Dominion Energy worth $302K as of Q4 2025.
  • Nicolet Advisory Services bought 455 Dominion Energy shares in Q4 2025, an estimated $27.4K.
  • Dominion Energy made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #325 holding.
  • Nicolet Advisory Services first reported a position in Dominion Energy in Q4 2024 and has held it in 5 quarters since.
  • 1,446 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.