RWA
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Redmont Wealth Advisors’s Dominion Energy D Stock Holding History

Redmont 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
Q4 		– Sell
-22
Closed -$1.35K – 312
2025
Q3 		$1.35K Hold
22
– – ﹤0.01% 295
2025
Q2 		$1.24K Hold
22
– – ﹤0.01% 291
2025
Q1 		$1.23K Buy
+22
New +$1.21K ﹤0.01% 162
2024
Q4 		– Sell
-22
Closed -$1.27K – 125
2024
Q3 		$1.27K Hold
22
– – ﹤0.01% 302
2024
Q2 		$1.08K Hold
22
– – ﹤0.01% 319
2024
Q1 		$1.08K Buy
+22
New +$1.03K ﹤0.01% 312

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Redmont Wealth Advisors's D Position: Q4 2025 in Review

Redmont Wealth Advisors sold out of Dominion Energy (D) in Q4 2025, closing a stake of 22 shares — an estimated $1.35K sold.

Redmont Wealth Advisors first reported a position in D in Q1 2024 and held it in 6 quarters. The position peaked at $1.35K in Q3 2025. 1,451 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • Redmont Wealth Advisors reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
  • Redmont Wealth Advisors sold 22 Dominion Energy shares in Q4 2025, an estimated $1.35K.
  • Redmont Wealth Advisors first reported a position in Dominion Energy in Q1 2024 and held it in 6 quarters.
  • Redmont Wealth Advisors's Dominion Energy position peaked at $1.35K in Q3 2025.
  • 1,451 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.