SFS
D icon

Stiles Financial Services’s Dominion Energy D Stock Holding History

Stiles Financial Services’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
Q1 		– Sell
-3,816
Closed -$206K – 173
2024
Q4 		$206K Sell
3,816
-60
-2% -$3.42K 0.07% 178
2024
Q3 		$224K Buy
+3,876
New +$212K 0.08% 171
2023
Q4 		– Sell
-4,551
Closed -$203K – 172
2023
Q3 		$203K Buy
4,551
+57
+1% +$2.83K 0.11% 167
2023
Q2 		$233K Buy
4,494
+49
+1% +$2.66K 0.12% 166
2023
Q1 		$249K Sell
4,445
-255
-5% -$14.9K 0.13% 155
2022
Q4 		$288K Buy
4,700
+43
+0.9% +$2.7K 0.16% 136
2022
Q3 		$322K Buy
4,657
+31
+0.7% +$2.5K 0.2% 122
2022
Q2 		$369K Sell
4,626
-266
-5% -$22K 0.22% 114
2022
Q1 		$416K Buy
4,892
+31
+0.6% +$2.49K 0.21% 115
2021
Q4 		$382K Buy
+4,861
New +$366K 0.18% 123

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stiles Financial Services's D Position: Q1 2025 in Review

Stiles Financial Services sold out of Dominion Energy (D) in Q1 2025, closing a stake of 3,816 shares — an estimated $206K sold.

Stiles Financial Services first reported a position in D in Q4 2021 and held it in 10 quarters. The position peaked at $416K in Q1 2022. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

  • Stiles Financial Services reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
  • Stiles Financial Services sold 3,816 Dominion Energy shares in Q1 2025, an estimated $206K.
  • Stiles Financial Services first reported a position in Dominion Energy in Q4 2021 and held it in 10 quarters.
  • Stiles Financial Services's Dominion Energy position peaked at $416K in Q1 2022.
  • 1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Stiles Financial Services's 13F filing for Q1 2025, filed 22 Apr 2025.