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SPC Financial Inc’s Dominion Energy D Stock Holding History

SPC Financial Inc’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
Q3 		$743K Sell
12,145
-34
-0.3% -$2.02K 0.06% 138
2025
Q2 		$688K Buy
12,179
+172
+1% +$9.42K 0.06% 146
2025
Q1 		$673K Buy
12,007
+402
+3% +$22.1K 0.06% 148
2024
Q4 		$625K Sell
11,605
-89
-0.8% -$5.08K 0.05% 145
2024
Q3 		$676K Buy
11,694
+1,600
+16% +$87.4K 0.06% 138
2024
Q2 		$495K Sell
10,094
-200
-2% -$10.2K 0.05% 158
2024
Q1 		$506K Sell
10,294
-354
-3% -$16.5K 0.05% 156
2023
Q4 		$500K Buy
10,648
+370
+4% +$16.5K 0.05% 146
2023
Q3 		$459K Buy
10,278
+949
+10% +$47.1K 0.05% 148
2023
Q2 		$483K Sell
9,329
-735
-7% -$40K 0.05% 141
2023
Q1 		$563K Buy
10,064
+46
+0.5% +$2.69K 0.06% 123
2022
Q4 		$614K Sell
10,018
-29
-0.3% -$1.82K 0.07% 117
2022
Q3 		$694K Buy
10,047
+210
+2% +$17K 0.09% 103
2022
Q2 		$785K Sell
9,837
-341
-3% -$28.2K 0.1% 92
2022
Q1 		$865K Buy
10,178
+636
+7% +$51.1K 0.1% 82
2021
Q4 		$750K Buy
9,542
+234
+3% +$17.6K 0.08% 95
2021
Q3 		$680K Buy
9,308
+241
+3% +$18.4K 0.08% 91
2021
Q2 		$667K Sell
9,067
-999
-10% -$77.1K 0.08% 90
2021
Q1 		$765K Sell
10,066
-395
-4% -$28.7K 0.1% 84
2020
Q4 		$787K Sell
10,461
-220
-2% -$17.5K 0.11% 84
2020
Q3 		$843K Buy
10,681
+67
+0.6% +$5.26K 0.15% 70
2020
Q2 		$862K Buy
10,614
+200
+2% +$16K 0.18% 70
2020
Q1 		$752K Sell
10,414
-1,119
-10% -$91.4K 0.19% 71
2019
Q4 		$955K Buy
11,533
+2,625
+29% +$214K 0.17% 69
2019
Q3 		$722K Hold
8,908
– – 0.15% 73
2019
Q2 		$689K Hold
8,908
– – 0.14% 77
2019
Q1 		$683K Sell
8,908
-40
-0.4% -$2.92K 0.15% 80
2018
Q4 		$639K Buy
8,948
+398
+5% +$29.1K 0.18% 72
2018
Q3 		$601K Buy
8,550
+300
+4% +$21.2K 0.12% 83
2018
Q2 		$562K Buy
8,250
+1,059
+15% +$69K 0.12% 85
2018
Q1 		$485K Sell
7,191
-1,426
-17% -$105K 0.11% 87
2017
Q4 		$698K Buy
8,617
+1,550
+22% +$126K 0.16% 73
2017
Q3 		$544K Sell
7,067
-133
-2% -$10.3K 0.13% 75
2017
Q2 		$552K Buy
7,200
+200
+3% +$15.7K 0.15% 69
2017
Q1 		$543K Buy
7,000
+250
+4% +$18.9K 0.15% 68
2016
Q4 		$517K Sell
6,750
-1,200
-15% -$88.4K 0.16% 70
2016
Q3 		$590K Buy
7,950
+133
+2% +$10.1K 0.19% 66
2016
Q2 		$609K Sell
7,817
-124
-2% -$9K 0.22% 68
2016
Q1 		$597K Sell
7,941
-100
-1% -$7.08K 0.23% 67
2015
Q4 		$544K Buy
8,041
+750
+10% +$51.8K 0.21% 70
2015
Q3 		$513K Buy
7,291
+1,300
+22% +$91.3K 0.22% 68
2015
Q2 		$401K Buy
5,991
+300
+5% +$21.1K 0.11% 90
2015
Q1 		$403K Sell
5,691
-950
-14% -$70.5K 0.11% 87
2014
Q4 		$511K Hold
6,641
– – 0.15% 74
2014
Q3 		$459K Sell
6,641
-60,834
-90% -$4.2M 0.13% 78
2014
Q2 		$4.83M Buy
67,475
+100
+0.1% +$7.01K 1.35% 28
2014
Q1 		$4.78M Buy
67,375
+8,175
+14% +$558K 1.45% 25
2013
Q4 		$3.83M Buy
59,200
+1,300
+2% +$83.7K 1.2% 31
2013
Q3 		$3.62M Sell
57,900
-509
-0.9% -$30.2K 1.28% 28
2013
Q2 		$3.32M Buy
+58,409
New +$3.42M 1.28% 26

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

SPC Financial Inc's D Position: Q3 2025 in Review

SPC Financial Inc reduced its Dominion Energy (D) stake by 0.28% in Q3 2025, selling an estimated $2.02K and leaving 12,145 shares worth $743K. The position accounts for 0.06% of the portfolio, ranked #138.

SPC Financial Inc first reported a position in D in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.83M in Q2 2014. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • SPC Financial Inc held 12,145 shares of Dominion Energy worth $743K as of Q3 2025.
  • SPC Financial Inc sold 34 Dominion Energy shares in Q3 2025, an estimated $2.02K.
  • Dominion Energy made up 0.06% of SPC Financial Inc's portfolio in Q3 2025, its #138 holding.
  • SPC Financial Inc first reported a position in Dominion Energy in Q2 2013 and has held it in 50 quarters since.
  • SPC Financial Inc's Dominion Energy position peaked at $4.83M in Q2 2014.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.