NC
D icon

North Capital’s Dominion Energy D Stock Holding History

North 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
Q4 		– Sell
-2,062
Closed -$126K – 226
2025
Q3 		$126K Sell
2,062
-1
-0% -$59 0.1% 127
2025
Q2 		$117K Buy
2,063
+1
+0% +$55 0.1% 120
2025
Q1 		$116K Buy
+2,062
New +$113K 0.11% 119

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

North Capital's D Position: Q4 2025 in Review

North Capital sold out of Dominion Energy (D) in Q4 2025, closing a stake of 2,062 shares — an estimated $126K sold.

North Capital first reported a position in D in Q1 2025 and held it in 3 quarters. The position peaked at $126K in Q3 2025. 1,451 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • North Capital reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
  • North Capital sold 2,062 Dominion Energy shares in Q4 2025, an estimated $126K.
  • North Capital first reported a position in Dominion Energy in Q1 2025 and held it in 3 quarters.
  • North Capital's Dominion Energy position peaked at $126K in Q3 2025.
  • 1,451 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.