PWM
D icon

PBMares Wealth Management’s Dominion Energy D Stock Holding History

PBMares 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 		$948K Sell
15,497
-249
-2% -$14.8K 0.15% 77
2025
Q2 		$890K Sell
15,746
-2,461
-14% -$135K 0.16% 75
2025
Q1 		$1.02M Sell
18,207
-424
-2% -$23.3K 0.2% 65
2024
Q4 		$1M Buy
18,631
+116
+0.6% +$6.62K 0.21% 68
2024
Q3 		$1.07M Sell
18,515
-709
-4% -$38.7K 0.22% 65
2024
Q2 		$942K Sell
19,224
-700
-4% -$35.7K 0.23% 69
2024
Q1 		$980K Buy
19,924
+3,556
+22% +$166K 0.26% 63
2023
Q4 		$769K Sell
16,368
-776
-5% -$34.6K 0.23% 72
2023
Q3 		$766K Sell
17,144
-30
-0.2% -$1.49K 0.28% 66
2023
Q2 		$889K Buy
17,174
+1
+0% +$54 0.32% 59
2023
Q1 		$960K Sell
17,173
-2,319
-12% -$136K 0.36% 53
2022
Q4 		$1.2M Buy
19,492
+2,374
+14% +$149K 0.48% 39
2022
Q3 		$1.18M Buy
17,118
+40
+0.2% +$3.23K 0.52% 38
2022
Q2 		$1.36M Buy
17,078
+1,811
+12% +$150K 0.58% 30
2022
Q1 		$1.3M Sell
15,267
-177
-1% -$14.2K 0.8% 27
2021
Q4 		$1.21M Sell
15,444
-293
-2% -$22K 0.51% 37
2021
Q3 		$1.15M Sell
15,737
-996
-6% -$75.9K 0.55% 37
2021
Q2 		$1.23M Buy
16,733
+604
+4% +$46.6K 0.67% 31
2021
Q1 		$1.23M Sell
16,129
-2,291
-12% -$166K 1% 27
2020
Q4 		$1.39M Sell
18,420
-305
-2% -$24.2K 1.59% 11
2020
Q3 		$1.48M Buy
18,725
+2,027
+12% +$159K 2.17% 6
2020
Q2 		$1.36M Sell
16,698
-941
-5% -$75.5K 2.04% 8
2020
Q1 		$1.27M Buy
17,639
+4,204
+31% +$343K 2% 9
2019
Q4 		$1.11M Buy
+13,435
New +$1.1M 1.32% 18

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
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

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

PBMares Wealth Management reduced its Dominion Energy (D) stake by 1.6% in Q3 2025, selling an estimated $14.8K and leaving 15,497 shares worth $948K. The position accounts for 0.15% of the portfolio, ranked #77.

PBMares Wealth Management first reported a position in D in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.48M in Q3 2020. 1,410 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • PBMares Wealth Management held 15,497 shares of Dominion Energy worth $948K as of Q3 2025.
  • PBMares Wealth Management sold 249 Dominion Energy shares in Q3 2025, an estimated $14.8K.
  • Dominion Energy made up 0.15% of PBMares Wealth Management's portfolio in Q3 2025, its #77 holding.
  • PBMares Wealth Management first reported a position in Dominion Energy in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's Dominion Energy position peaked at $1.48M in Q3 2020.
  • 1,410 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.