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Venturi Wealth Management’s Dominion Energy D Stock Holding History

Venturi 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
Q1 		– Sell
-1,742
Closed -$93.8K – 865
2024
Q4 		$93.8K Buy
1,742
+641
+58% +$36.6K ﹤0.01% 808
2024
Q3 		$63.6K Sell
1,101
-241
-18% -$13.2K ﹤0.01% 694
2024
Q2 		$65.8K Buy
1,342
+822
+158% +$41.9K ﹤0.01% 592
2024
Q1 		$25.6K Sell
520
-157
-23% -$7.33K ﹤0.01% 665
2023
Q4 		$31.8K Buy
677
+310
+84% +$13.8K ﹤0.01% 590
2023
Q3 		$16.4K Hold
367
– – ﹤0.01% 685
2023
Q2 		$19K Sell
367
-25
-6% -$1.36K ﹤0.01% 555
2023
Q1 		$21.9K Buy
+392
New +$22.9K ﹤0.01% 583
2020
Q3 		– Sell
-32,810
Closed -$2.66M – 285
2020
Q2 		$2.66M Sell
32,810
-7,535
-19% -$604K 0.36% 61
2020
Q1 		$2.91M Sell
40,345
-5,332
-12% -$435K 0.5% 58
2019
Q4 		$3.78M Sell
45,677
-168
-0.4% -$13.7K 0.46% 62
2019
Q3 		$3.71M Buy
45,845
+1,705
+4% +$132K 0.48% 58
2019
Q2 		$3.41M Sell
44,140
-17,102
-28% -$1.3M 0.46% 57
2019
Q1 		$4.7M Buy
61,242
+57,095
+1,377% +$4.17M 0.61% 52
2018
Q4 		$259K Buy
+4,147
New +$303K 0.04% 224
2018
Q2 		– Sell
-35,261
Closed -$2.38M – 175
2018
Q1 		$2.38M Buy
35,261
+2,749
+8% +$203K 0.46% 77
2017
Q4 		$2.63M Buy
32,512
+1,580
+5% +$128K 0.5% 69
2017
Q3 		$2.37M Buy
30,932
+516
+2% +$40.1K 0.5% 68
2017
Q2 		$2.33M Sell
30,416
-463
-1% -$36.4K 0.53% 66
2017
Q1 		$2.41M Buy
30,879
+3,740
+14% +$283K 0.56% 62
2016
Q4 		$2.08M Buy
27,139
+1,720
+7% +$127K 0.58% 54
2016
Q3 		$1.89M Sell
25,419
-3,774
-13% -$288K 0.63% 58
2016
Q2 		$2.27M Buy
29,193
+324
+1% +$23.5K 0.77% 49
2016
Q1 		$2.17M Buy
28,869
+5,240
+22% +$371K 0.81% 46
2015
Q4 		$1.6M Buy
+23,629
New +$1.63M 0.73% 48

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Venturi Wealth Management's D Position: Q1 2025 in Review

Venturi Wealth Management sold out of Dominion Energy (D) in Q1 2025, closing a stake of 1,742 shares — an estimated $93.8K sold.

Venturi Wealth Management first reported a position in D in Q4 2015 and held it in 25 quarters. The position peaked at $4.7M in Q1 2019. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

  • Venturi Wealth Management reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,742 Dominion Energy shares in Q1 2025, an estimated $93.8K.
  • Venturi Wealth Management first reported a position in Dominion Energy in Q4 2015 and held it in 25 quarters.
  • Venturi Wealth Management's Dominion Energy position peaked at $4.7M in Q1 2019.
  • 1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.