PWA
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Provenance Wealth Advisors’s Dominion Energy D Stock Holding History

Provenance Wealth 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
Q1 		– Sell
-4,176
Closed -$225K – 549
2024
Q4 		$225K Hold
4,176
– – 0.03% 138
2024
Q3 		$241K Hold
4,176
– – 0.03% 141
2024
Q2 		$205K Hold
4,176
– – 0.03% 140
2024
Q1 		$205K Hold
4,176
– – 0.03% 144
2023
Q4 		$196K Hold
4,176
– – 0.03% 127
2023
Q3 		$187K Buy
+4,176
New +$207K 0.03% 119

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Provenance Wealth Advisors's D Position: Q1 2025 in Review

Provenance Wealth Advisors sold out of Dominion Energy (D) in Q1 2025, closing a stake of 4,176 shares — an estimated $225K sold.

Provenance Wealth Advisors first reported a position in D in Q3 2023 and held it in 6 quarters. The position peaked at $241K in Q3 2024. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

  • Provenance Wealth Advisors reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 4,176 Dominion Energy shares in Q1 2025, an estimated $225K.
  • Provenance Wealth Advisors first reported a position in Dominion Energy in Q3 2023 and held it in 6 quarters.
  • Provenance Wealth Advisors's Dominion Energy position peaked at $241K in Q3 2024.
  • 1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Provenance Wealth Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.