NWM
D icon

Nova Wealth Management’s Dominion Energy D Stock Holding History

Nova Wealth Management’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
-85
Closed -$4.78K – 628
2025
Q2 		$4.78K Buy
+85
New +$4.66K ﹤0.01% 449

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nova Wealth Management's D Position: Q3 2025 in Review

Nova Wealth Management sold out of Dominion Energy (D) in Q3 2025, closing a stake of 85 shares — an estimated $4.78K sold.

Nova Wealth Management first reported a position in D in Q2 2025 and held it in 1 quarter. The position peaked at $4.78K in Q2 2025. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • Nova Wealth Management reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
  • Nova Wealth Management sold 85 Dominion Energy shares in Q3 2025, an estimated $4.78K.
  • Nova Wealth Management first reported a position in Dominion Energy in Q2 2025 and held it in 1 quarter.
  • Nova Wealth Management's Dominion Energy position peaked at $4.78K in Q2 2025.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Nova Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.