Tucker Asset Management’s Dominion Energy D Stock Holding History

Tucker 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 Q4	$527	Buy	+9	New	+$542	﹤0.01%	990
2025 Q1	–	Sell	-59	Closed	-$3.18K	–	435
2024 Q4	$3.18K	Buy	59 +24	+69%	+$1.37K	﹤0.01%	1104
2024 Q3	$2.02K	Sell	35 -56	-62%	-$3.06K	﹤0.01%	1171
2024 Q2	$4.46K	Sell	91 -293	-76%	-$14.9K	﹤0.01%	1102
2024 Q1	$18.9K	Sell	384 -56	-13%	-$2.62K	﹤0.01%	690
2023 Q4	$20.7K	Hold	440	–	–	0.01%	523
2023 Q3	$19.7K	Hold	440	–	–	0.01%	505
2023 Q2	$22.8K	Hold	440	–	–	0.01%	382
2023 Q1	$24.6K	Hold	440	–	–	0.01%	375
2022 Q4	$27.1K	Hold	440	–	–	0.01%	212
2022 Q3	$30.8K	Buy	440 +293	+199%	+$23.7K	0.01%	186
2022 Q2	$11.7K	Hold	147	–	–	﹤0.01%	230
2022 Q1	$12.5K	Buy	147 +56	+62%	+$4.5K	﹤0.01%	207
2021 Q4	$7.14K	Hold	91	–	–	﹤0.01%	276
2021 Q3	$6.91K	Hold	91	–	–	﹤0.01%	215
2021 Q2	$6.7K	Hold	91	–	–	﹤0.01%	206
2021 Q1	$6.91K	Sell	91 -12	-12%	-$872	﹤0.01%	198
2020 Q4	$7.75K	Buy	+103	New	+$8.18K	﹤0.01%	213

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

Tucker Asset Management's D Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Dominion Energy (D) in Q4 2025: 9 shares worth $527. The stake represents ﹤0.01% of the portfolio and ranks #990 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in D as recently as Q4 2024.

Tucker Asset Management first reported a position in D in Q4 2020 and has held it in 18 quarters since. The position peaked at $30.8K in Q3 2022. 1,445 funds tracked by Wall St. Rank hold D as of Q4 2025.

Tucker Asset Management held 9 shares of Dominion Energy worth $527 as of Q4 2025.
Dominion Energy was a new Tucker Asset Management position in Q4 2025.
Dominion Energy made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #990 holding.
Tucker Asset Management first reported a position in Dominion Energy in Q4 2020 and has held it in 18 quarters since.
Tucker Asset Management's Dominion Energy position peaked at $30.8K in Q3 2022.
1,445 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.