SageView Advisory Group’s Dominion Energy D Stock Holding History

SageView Advisory Group’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	$3.24M	Sell	55,254 -913	-2%	-$55K	0.11%	111
2025 Q3	$3.44M	Buy	56,167 +28,199	+101%	+$1.68M	0.12%	110
2025 Q2	$1.62M	Buy	27,968 +4,955	+22%	+$271K	0.06%	170
2025 Q1	$1.29M	Sell	23,013 -752	-3%	-$41.4K	0.06%	193
2024 Q4	$1.28M	Buy	23,765 +7,686	+48%	+$438K	0.06%	187
2024 Q3	$929K	Sell	16,079 -5,369	-25%	-$293K	0.05%	209
2024 Q2	$1.05M	Buy	21,448 +944	+5%	+$48.1K	0.05%	215
2024 Q1	$1.01M	Sell	20,504 -9,927	-33%	-$464K	0.05%	196
2023 Q4	$1.39M	Buy	30,431 +18,405	+153%	+$822K	0.06%	204
2023 Q3	$537K	Sell	12,026 -3,398	-22%	-$169K	0.03%	321
2023 Q2	$799K	Sell	15,424 -975	-6%	-$53K	0.04%	265
2023 Q1	$917K	Buy	16,399 +12,571	+328%	+$736K	0.06%	215
2022 Q4	$235K	Buy	+3,828	New	+$240K	0.02%	373

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

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SageView Advisory Group's D Position: Q4 2025 in Review

SageView Advisory Group reduced its Dominion Energy (D) stake by 1.6% in Q4 2025, selling an estimated $55K and leaving 55,254 shares worth $3.24M. The position accounts for 0.11% of the portfolio, ranked #111.

SageView Advisory Group first reported a position in D in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.44M in Q3 2025. 1,446 funds tracked by Wall St. Rank hold D as of Q4 2025.

SageView Advisory Group held 55,254 shares of Dominion Energy worth $3.24M as of Q4 2025.
SageView Advisory Group sold 913 Dominion Energy shares in Q4 2025, an estimated $55K.
Dominion Energy made up 0.11% of SageView Advisory Group's portfolio in Q4 2025, its #111 holding.
SageView Advisory Group first reported a position in Dominion Energy in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Dominion Energy position peaked at $3.44M in Q3 2025.
1,446 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.