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	–	597
2025 Q1	$1.08M	Buy	19,183 +2,144	+13%	+$118K	0.05%	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 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 $1.47T AUM 27.86% 1-Year Est. Return

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