Synergy Asset Management’s Dominion Energy D Stock Holding History

Synergy Asset Management’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	-373	Closed	-$21.6K	–	226
2024 Q4	$21.6K	Buy	+373	New	+$21.3K	﹤0.01%	356
2023 Q2	–	Sell	-56,429	Closed	-$3.15M	–	97
2023 Q1	$3.15M	Buy	56,429 +5,526	+11%	+$323K	0.76%	35
2022 Q4	$3.12M	Buy	+50,903	New	+$3.2M	0.8%	38
2022 Q3	–	Sell	-31,560	Closed	-$2.52M	–	115
2022 Q2	$2.52M	Sell	31,560 -3,523	-10%	-$291K	0.67%	40
2022 Q1	$2.98M	Sell	35,083 -15,526	-31%	-$1.25M	0.72%	40
2021 Q4	$3.98M	Buy	50,609 +16,470	+48%	+$1.24M	0.95%	37
2021 Q3	$2.49M	Buy	+34,139	New	+$2.6M	0.58%	45

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Synergy Asset Management's D Position: Q1 2025 in Review

Synergy Asset Management sold out of Dominion Energy (D) in Q1 2025, closing a stake of 373 shares — an estimated $21.6K sold.

Synergy Asset Management first reported a position in D in Q3 2021 and held it in 7 quarters. The position peaked at $3.98M in Q4 2021. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

Synergy Asset Management reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 373 Dominion Energy shares in Q1 2025, an estimated $21.6K.
Synergy Asset Management first reported a position in Dominion Energy in Q3 2021 and held it in 7 quarters.
Synergy Asset Management's Dominion Energy position peaked at $3.98M in Q4 2021.
1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.