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Stonebridge Financial Group (Pennsylvania)’s Dominion Energy D Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-2,385
Closed -$134K – 391
2025
Q1 		$134K Buy
2,385
+7
+0.3% +$385 0.01% 261
2024
Q4 		$128K Buy
+2,378
New +$136K 0.01% 265

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s D Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Dominion Energy (D) in Q2 2025, closing a stake of 2,385 shares — an estimated $134K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in D in Q4 2024 and held it in 2 quarters. The position peaked at $134K in Q1 2025. 1,349 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 2,385 Dominion Energy shares in Q2 2025, an estimated $134K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Dominion Energy in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Dominion Energy position peaked at $134K in Q1 2025.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.