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Precedent Wealth Partners’s Dominion Energy D Stock Holding History

Precedent Wealth Partners’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
-3,802
Closed -$215K – 170
2025
Q2 		$215K Sell
3,802
-561
-13% -$30.7K 0.05% 166
2025
Q1 		$245K Sell
4,363
-6,739
-61% -$371K 0.07% 145
2024
Q4 		$598K Sell
11,102
-1,985
-15% -$113K 0.2% 113
2024
Q3 		$756K Buy
13,087
+2,345
+22% +$128K 0.25% 97
2024
Q2 		$526K Buy
10,742
+2,950
+38% +$150K 0.21% 101
2024
Q1 		$383K Buy
7,792
+1,835
+31% +$85.7K 0.16% 108
2023
Q4 		$280K Buy
+5,957
New +$266K 0.14% 117

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

Precedent Wealth Partners's D Position: Q3 2025 in Review

Precedent Wealth Partners sold out of Dominion Energy (D) in Q3 2025, closing a stake of 3,802 shares — an estimated $215K sold.

Precedent Wealth Partners first reported a position in D in Q4 2023 and held it in 7 quarters. The position peaked at $756K in Q3 2024. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • Precedent Wealth Partners reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
  • Precedent Wealth Partners sold 3,802 Dominion Energy shares in Q3 2025, an estimated $215K.
  • Precedent Wealth Partners first reported a position in Dominion Energy in Q4 2023 and held it in 7 quarters.
  • Precedent Wealth Partners's Dominion Energy position peaked at $756K in Q3 2024.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Precedent Wealth Partners's 13F filing for Q3 2025, filed 14 Oct 2025.