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Northwest Financial Advisors’s Dominion Energy D Stock Holding History

Northwest Financial Advisors’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
-4,954
Closed -$278K – 103
2025
Q1 		$278K Buy
4,954
+5
+0.1% +$275 0.23% 87
2024
Q4 		$267K Buy
4,949
+4
+0.1% +$228 0.22% 90
2024
Q3 		$286K Buy
4,945
+5
+0.1% +$273 0.23% 79
2024
Q2 		$242K Sell
4,940
-671
-12% -$34.2K 0.25% 78
2024
Q1 		$276K Buy
5,611
+808
+17% +$37.7K 0.3% 76
2023
Q4 		$226K Buy
+4,803
New +$214K 0.19% 82

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northwest Financial Advisors's D Position: Q2 2025 in Review

Northwest Financial Advisors sold out of Dominion Energy (D) in Q2 2025, closing a stake of 4,954 shares — an estimated $278K sold.

Northwest Financial Advisors first reported a position in D in Q4 2023 and held it in 6 quarters. The position peaked at $286K in Q3 2024. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Northwest Financial Advisors reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 4,954 Dominion Energy shares in Q2 2025, an estimated $278K.
  • Northwest Financial Advisors first reported a position in Dominion Energy in Q4 2023 and held it in 6 quarters.
  • Northwest Financial Advisors's Dominion Energy position peaked at $286K in Q3 2024.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Northwest Financial Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.