Rockport Wealth’s Dominion Energy D Stock Holding History

Rockport Wealth’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	-3,978	Closed	-$214K	–	46
2024 Q4	$214K	Buy	+3,978	New	+$227K	0.1%	64

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rockport Wealth's D Position: Q1 2025 in Review

Rockport Wealth sold out of Dominion Energy (D) in Q1 2025, closing a stake of 3,978 shares — an estimated $214K sold.

Rockport Wealth first reported a position in D in Q4 2024 and held it in 1 quarter. The position peaked at $214K in Q4 2024. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

Rockport Wealth reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
Rockport Wealth sold 3,978 Dominion Energy shares in Q1 2025, an estimated $214K.
Rockport Wealth first reported a position in Dominion Energy in Q4 2024 and held it in 1 quarter.
Rockport Wealth's Dominion Energy position peaked at $214K in Q4 2024.
1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Rockport Wealth's 13F filing for Q1 2025, filed 15 May 2025.