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Sound View Wealth Advisors Group’s Dominion Energy D Stock Holding History

Sound View Wealth Advisors 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
Q2 		– Sell
-3,672
Closed -$206K – 425
2025
Q1 		$206K Sell
3,672
-695
-16% -$38.2K 0.02% 394
2024
Q4 		$235K Sell
4,367
-552
-11% -$31.5K 0.02% 377
2024
Q3 		$284K Buy
4,919
+79
+2% +$4.32K 0.02% 341
2024
Q2 		$237K Sell
4,840
-10
-0.2% -$509 0.02% 337
2024
Q1 		$239K Sell
4,850
-925
-16% -$43.2K 0.03% 336
2023
Q4 		$271K Buy
5,775
+631
+12% +$28.2K 0.03% 324
2023
Q3 		$230K Buy
5,144
+88
+2% +$4.37K 0.03% 330
2023
Q2 		$262K Sell
5,056
-144
-3% -$7.83K 0.03% 306
2023
Q1 		$291K Sell
5,200
-575
-10% -$33.6K 0.04% 282
2022
Q4 		$271K Buy
5,775
+1,359
+31% +$85.3K 0.03% 324
2022
Q3 		$305K Buy
4,416
+8
+0.2% +$646 0.07% 209
2022
Q2 		$352K Sell
4,408
-304
-6% -$25.1K 0.07% 203
2022
Q1 		$400K Buy
4,712
+61
+1% +$4.9K 0.08% 199
2021
Q4 		$365K Buy
4,651
+682
+17% +$51.3K 0.07% 208
2021
Q3 		$290K Sell
3,969
-52
-1% -$3.96K 0.06% 237
2021
Q2 		$296K Sell
4,021
-14
-0.3% -$1.08K 0.06% 237
2021
Q1 		$306K Sell
4,035
-353
-8% -$25.6K 0.07% 215
2020
Q4 		$330K Sell
4,388
-403
-8% -$32K 0.08% 190
2020
Q3 		$378K Sell
4,791
-10
-0.2% -$786 0.1% 170
2020
Q2 		$390K Sell
4,801
-427
-8% -$34.2K 0.11% 160
2020
Q1 		$377K Buy
5,228
+163
+3% +$13.3K 0.13% 143
2019
Q4 		$419K Sell
5,065
-2,197
-30% -$180K 0.12% 153
2019
Q3 		$589K Sell
7,262
-907
-11% -$70.1K 0.18% 125
2019
Q2 		$632K Buy
+8,169
New +$623K 0.19% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sound View Wealth Advisors Group's D Position: Q2 2025 in Review

Sound View Wealth Advisors Group sold out of Dominion Energy (D) in Q2 2025, closing a stake of 3,672 shares — an estimated $206K sold.

Sound View Wealth Advisors Group first reported a position in D in Q2 2019 and held it in 24 quarters. The position peaked at $632K in Q2 2019. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Sound View Wealth Advisors Group reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 3,672 Dominion Energy shares in Q2 2025, an estimated $206K.
  • Sound View Wealth Advisors Group first reported a position in Dominion Energy in Q2 2019 and held it in 24 quarters.
  • Sound View Wealth Advisors Group's Dominion Energy position peaked at $632K in Q2 2019.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2025, filed 7 Aug 2025.