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Ridgewood Investments’s Dominion Energy D Stock Holding History

Ridgewood Investments’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 		$272K Sell
4,454
-98
-2% -$5.83K 0.12% 187
2025
Q2 		$257K Sell
4,552
-11,293
-71% -$619K 0.11% 178
2025
Q1 		$888K Sell
15,845
-6,499
-29% -$357K 0.41% 71
2024
Q4 		$1.2M Sell
22,344
-200
-0.9% -$11.4K 0.58% 46
2024
Q3 		$1.3M Sell
22,544
-2,269
-9% -$124K 0.65% 41
2024
Q2 		$1.22M Buy
24,813
+277
+1% +$14.1K 0.61% 45
2024
Q1 		$1.21M Buy
24,536
+210
+0.9% +$9.81K 0.64% 49
2023
Q4 		$1.14M Sell
24,326
-365
-1% -$16.3K 0.68% 42
2023
Q3 		$1.1M Buy
24,691
+2,915
+13% +$145K 0.72% 44
2023
Q2 		$1.13M Buy
21,776
+6,533
+43% +$355K 0.64% 43
2023
Q1 		$852K Buy
15,243
+3,515
+30% +$206K 0.52% 46
2022
Q4 		$719K Buy
+11,728
New +$737K 0.51% 59
2022
Q1 		– Sell
-10,443
Closed -$820K – 200
2021
Q4 		$820K Hold
10,443
– – 0.52% 64
2021
Q3 		$763K Hold
10,443
– – 0.52% 64
2021
Q2 		$768K Sell
10,443
-256
-2% -$19.8K 0.49% 69
2021
Q1 		$813K Buy
10,699
+4,252
+66% +$309K 0.5% 69
2020
Q4 		$509K Hold
6,447
– – 0.4% 82
2020
Q3 		$509K Buy
+6,447
New +$506K 0.4% 83

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

Ridgewood Investments's D Position: Q3 2025 in Review

Ridgewood Investments reduced its Dominion Energy (D) stake by 2.2% in Q3 2025, selling an estimated $5.83K and leaving 4,454 shares worth $272K. The position accounts for 0.12% of the portfolio, ranked #187.

Ridgewood Investments first reported a position in D in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.3M in Q3 2024. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • Ridgewood Investments held 4,454 shares of Dominion Energy worth $272K as of Q3 2025.
  • Ridgewood Investments sold 98 Dominion Energy shares in Q3 2025, an estimated $5.83K.
  • Dominion Energy made up 0.12% of Ridgewood Investments's portfolio in Q3 2025, its #187 holding.
  • Ridgewood Investments first reported a position in Dominion Energy in Q3 2020 and has held it in 18 quarters since.
  • Ridgewood Investments's Dominion Energy position peaked at $1.3M in Q3 2024.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.