Stephens Consulting’s Dominion Energy D Stock Holding History

Stephens Consulting’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	–	Sell	-14	Closed	-$792	–	586
2025 Q2	$792	Buy	+14	New	+$767	﹤0.01%	757
2025 Q1	–	Sell	-107	Closed	-$5.76K	–	1522
2024 Q4	$5.76K	Buy	107 +14	+15%	+$799	﹤0.01%	397
2024 Q3	$5.38K	Sell	93 -124	-57%	-$6.78K	﹤0.01%	394
2024 Q2	$10.6K	Buy	+217	New	+$11.1K	﹤0.01%	328
2023 Q4	–	Sell	-24	Closed	-$1.07K	–	490
2023 Q3	$1.07K	Hold	24	–	–	﹤0.01%	462
2023 Q2	$1.24K	Hold	24	–	–	﹤0.01%	455
2023 Q1	$1.34K	Hold	24	–	–	﹤0.01%	476
2022 Q4	$1.47K	Sell	24 -153	-86%	-$9.61K	﹤0.01%	442
2022 Q3	$12.2K	Hold	177	–	–	0.01%	298
2022 Q2	$14.1K	Buy	177 +31	+21%	+$2.56K	0.01%	277
2022 Q1	$12.4K	Buy	146 +122	+508%	+$9.8K	0.01%	329
2021 Q4	$1.89K	Buy	+24	New	+$1.81K	﹤0.01%	622

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

Stephens Consulting's D Position: Q3 2025 in Review

Stephens Consulting sold out of Dominion Energy (D) in Q3 2025, closing a stake of 14 shares — an estimated $792 sold.

Stephens Consulting first reported a position in D in Q4 2021 and held it in 12 quarters. The position peaked at $14.1K in Q2 2022. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

Stephens Consulting reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 14 Dominion Energy shares in Q3 2025, an estimated $792.
Stephens Consulting first reported a position in Dominion Energy in Q4 2021 and held it in 12 quarters.
Stephens Consulting's Dominion Energy position peaked at $14.1K in Q2 2022.
1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.