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Richards, Merrill & Peterson’s Dominion Energy D Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-100
Closed -$5.61K – 260
2025
Q1 		$5.61K Hold
100
– – ﹤0.01% 433
2024
Q4 		$5.39K Buy
+100
New +$5.71K ﹤0.01% 418

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Richards, Merrill & Peterson's D Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Dominion Energy (D) in Q2 2025, closing a stake of 100 shares — an estimated $5.61K sold.

Richards, Merrill & Peterson first reported a position in D in Q4 2024 and held it in 2 quarters. The position peaked at $5.61K in Q1 2025. 1,349 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 100 Dominion Energy shares in Q2 2025, an estimated $5.61K.
  • Richards, Merrill & Peterson first reported a position in Dominion Energy in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Dominion Energy position peaked at $5.61K in Q1 2025.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.