RA
D icon

Rise Advisors’s Dominion Energy D Stock Holding History

Rise 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
-552
Closed -$33.7K – 439
2025
Q3 		$33.7K Buy
552
+15
+3% +$892 0.01% 350
2025
Q2 		$30.4K Buy
537
+6
+1% +$329 0.01% 343
2025
Q1 		$29.8K Sell
531
-103
-16% -$5.67K 0.01% 328
2024
Q4 		$34.1K Buy
634
+8
+1% +$456 0.02% 339
2024
Q3 		$36.2K Sell
626
-23
-4% -$1.26K 0.02% 325
2024
Q2 		$31.8K Buy
649
+39
+6% +$1.99K 0.02% 349
2024
Q1 		$30K Buy
+610
New +$28.5K 0.02% 383
2022
Q4 		– Sell
-958
Closed -$66K – 770
2022
Q3 		$66K Buy
+958
New +$77.3K 0.05% 126

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

Rise Advisors's D Position: Q4 2025 in Review

Rise Advisors sold out of Dominion Energy (D) in Q4 2025, closing a stake of 552 shares — an estimated $33.7K sold.

Rise Advisors first reported a position in D in Q3 2022 and held it in 8 quarters. The position peaked at $66K in Q3 2022. 1,445 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • Rise Advisors reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 552 Dominion Energy shares in Q4 2025, an estimated $33.7K.
  • Rise Advisors first reported a position in Dominion Energy in Q3 2022 and held it in 8 quarters.
  • Rise Advisors's Dominion Energy position peaked at $66K in Q3 2022.
  • 1,445 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.