VBA
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von Borstel & Associates’s Dominion Energy D Stock Holding History

von Borstel & Associates’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
Q2 		– Sell
-1,465
Closed -$82K – 60
2025
Q1 		$82K Buy
+1,465
New +$80.6K 0.02% 60

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

von Borstel & Associates's D Position: Q2 2025 in Review

von Borstel & Associates sold out of Dominion Energy (D) in Q2 2025, closing a stake of 1,465 shares — an estimated $82K sold.

von Borstel & Associates first reported a position in D in Q1 2025 and held it in 1 quarter. The position peaked at $82K in Q1 2025. 1,349 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • von Borstel & Associates reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
  • von Borstel & Associates sold 1,465 Dominion Energy shares in Q2 2025, an estimated $82K.
  • von Borstel & Associates first reported a position in Dominion Energy in Q1 2025 and held it in 1 quarter.
  • von Borstel & Associates's Dominion Energy position peaked at $82K in Q1 2025.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on von Borstel & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.