VWM
D icon

VCI Wealth Management’s Dominion Energy D Stock Holding History

VCI Wealth 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
Q3 		– Sell
-13,999
Closed -$791K – 125
2025
Q2 		$791K Buy
13,999
+1,528
+12% +$83.7K 0.28% 86
2025
Q1 		$699K Sell
12,471
-20,581
-62% -$1.13M 0.29% 83
2024
Q4 		$1.78M Sell
33,052
-13,264
-29% -$757K 0.76% 35
2024
Q3 		$2.68M Buy
+46,316
New +$2.53M 1.19% 19

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VCI Wealth Management's D Position: Q3 2025 in Review

VCI Wealth Management sold out of Dominion Energy (D) in Q3 2025, closing a stake of 13,999 shares — an estimated $791K sold.

VCI Wealth Management first reported a position in D in Q3 2024 and held it in 4 quarters. The position peaked at $2.68M in Q3 2024. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • VCI Wealth Management reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
  • VCI Wealth Management sold 13,999 Dominion Energy shares in Q3 2025, an estimated $791K.
  • VCI Wealth Management first reported a position in Dominion Energy in Q3 2024 and held it in 4 quarters.
  • VCI Wealth Management's Dominion Energy position peaked at $2.68M in Q3 2024.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on VCI Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.