SW
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SteelPeak Wealth’s Dominion Energy D Stock Holding History

SteelPeak 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
Q4 		– Sell
-13,333
Closed -$816K – 558
2025
Q3 		$816K Buy
+13,333
New +$793K 0.03% 324
2025
Q2 		– Sell
-19,183
Closed -$1.08M – 596
2025
Q1 		$1.08M Buy
19,183
+2,144
+13% +$118K 0.04% 244
2024
Q4 		$918K Buy
17,039
+1,599
+10% +$91.2K 0.04% 260
2024
Q3 		$892K Sell
15,440
-2,913
-16% -$159K 0.04% 245
2024
Q2 		$899K Buy
18,353
+2,120
+13% +$108K 0.04% 240
2024
Q1 		$799K Buy
+16,233
New +$758K 0.04% 245
2020
Q3 		– Sell
-2,510
Closed -$204K – 302
2020
Q2 		$204K Sell
2,510
-424
-14% -$34K 0.03% 228
2020
Q1 		$212K Sell
2,934
-4,641
-61% -$379K 0.03% 205
2019
Q4 		$627K Buy
+7,575
New +$619K 0.09% 162

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SteelPeak Wealth's D Position: Q4 2025 in Review

SteelPeak Wealth sold out of Dominion Energy (D) in Q4 2025, closing a stake of 13,333 shares — an estimated $816K sold.

SteelPeak Wealth first reported a position in D in Q4 2019 and held it in 9 quarters. The position peaked at $1.08M in Q1 2025. 1,451 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • SteelPeak Wealth reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 13,333 Dominion Energy shares in Q4 2025, an estimated $816K.
  • SteelPeak Wealth first reported a position in Dominion Energy in Q4 2019 and held it in 9 quarters.
  • SteelPeak Wealth's Dominion Energy position peaked at $1.08M in Q1 2025.
  • 1,451 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.