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RWA Wealth Partners’s Dominion Energy D Stock Holding History

RWA Wealth Partners’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
-4,256
Closed -$229K – 550
2024
Q4 		$229K Hold
4,256
– – ﹤0.01% 526
2024
Q3 		$246K Buy
+4,256
New +$233K ﹤0.01% 512
2018
Q3 		– Sell
-9,191
Closed -$627K – 338
2018
Q2 		$627K Buy
9,191
+6,721
+272% +$438K 0.07% 142
2018
Q1 		$167K Hold
2,470
– – 0.02% 210
2017
Q4 		$200K Buy
+2,470
New +$200K 0.02% 227

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RWA Wealth Partners's D Position: Q1 2025 in Review

RWA Wealth Partners sold out of Dominion Energy (D) in Q1 2025, closing a stake of 4,256 shares — an estimated $229K sold.

RWA Wealth Partners first reported a position in D in Q4 2017 and held it in 5 quarters. The position peaked at $627K in Q2 2018. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

  • RWA Wealth Partners reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
  • RWA Wealth Partners sold 4,256 Dominion Energy shares in Q1 2025, an estimated $229K.
  • RWA Wealth Partners first reported a position in Dominion Energy in Q4 2017 and held it in 5 quarters.
  • RWA Wealth Partners's Dominion Energy position peaked at $627K in Q2 2018.
  • 1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on RWA Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.