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Teamwork Financial Advisors’s Dominion Energy D Stock Holding History

Teamwork Financial Advisors’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
-9,250
Closed -$498K – 180
2024
Q4 		$498K Buy
+9,250
New +$528K 0.06% 108

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Capital Research Global Investors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
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Bank of New York Mellon
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Teamwork Financial Advisors's D Position: Q1 2025 in Review

Teamwork Financial Advisors sold out of Dominion Energy (D) in Q1 2025, closing a stake of 9,250 shares — an estimated $498K sold.

Teamwork Financial Advisors first reported a position in D in Q4 2024 and held it in 1 quarter. The position peaked at $498K in Q4 2024. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

  • Teamwork Financial Advisors reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
  • Teamwork Financial Advisors sold 9,250 Dominion Energy shares in Q1 2025, an estimated $498K.
  • Teamwork Financial Advisors first reported a position in Dominion Energy in Q4 2024 and held it in 1 quarter.
  • Teamwork Financial Advisors's Dominion Energy position peaked at $498K in Q4 2024.
  • 1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Teamwork Financial Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.