VCWM
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Vista Cima Wealth Management’s Dominion Energy D Stock Holding History

Vista Cima 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
Q4 		– Sell
-7,649
Closed -$468K – 58
2025
Q3 		$468K Buy
+7,649
New +$455K 0.39% 53

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Vista Cima Wealth Management's D Position: Q4 2025 in Review

Vista Cima Wealth Management sold out of Dominion Energy (D) in Q4 2025, closing a stake of 7,649 shares — an estimated $468K sold.

Vista Cima Wealth Management first reported a position in D in Q3 2025 and held it in 1 quarter. The position peaked at $468K in Q3 2025. 1,451 funds tracked by Wall St. Rank hold D as of Q4 2025.

  • Vista Cima Wealth Management reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
  • Vista Cima Wealth Management sold 7,649 Dominion Energy shares in Q4 2025, an estimated $468K.
  • Vista Cima Wealth Management first reported a position in Dominion Energy in Q3 2025 and held it in 1 quarter.
  • Vista Cima Wealth Management's Dominion Energy position peaked at $468K in Q3 2025.
  • 1,451 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on Vista Cima Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.