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Waldron Private Wealth’s Dominion Energy D Stock Holding History

Waldron Private Wealth’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
-4,155
Closed -$224K – 333
2024
Q4 		$224K Sell
4,155
-56
-1% -$3.19K 0.01% 388
2024
Q3 		$243K Sell
4,211
-546
-11% -$29.8K 0.01% 361
2024
Q2 		$233K Buy
4,757
+537
+13% +$27.4K 0.01% 365
2024
Q1 		$208K Sell
4,220
-763
-15% -$35.6K 0.01% 393
2023
Q4 		$234K Buy
+4,983
New +$222K 0.01% 358
2023
Q3 		– Sell
-5,250
Closed -$272K – 385
2023
Q2 		$272K Sell
5,250
-488
-9% -$26.5K 0.01% 301
2023
Q1 		$321K Sell
5,738
-228
-4% -$13.3K 0.02% 316
2022
Q4 		$412K Hold
5,966
– – 0.03% 259
2022
Q3 		$412K Buy
5,966
+695
+13% +$56.1K 0.03% 259
2022
Q2 		$420K Buy
5,271
+345
+7% +$28.5K 0.02% 258
2022
Q1 		$418K Buy
4,926
+293
+6% +$23.5K 0.02% 271
2021
Q4 		$363K Sell
4,633
-5
-0.1% -$376 0.02% 288
2021
Q3 		$338K Buy
4,638
+1,550
+50% +$118K 0.02% 266
2021
Q2 		$227K Sell
3,088
-26
-0.8% -$2.01K 0.01% 310
2021
Q1 		$236K Buy
3,114
+250
+9% +$18.2K 0.02% 271
2020
Q4 		$215K Sell
2,864
-42
-1% -$3.34K 0.02% 273
2020
Q3 		$229K Sell
2,906
-167
-5% -$13.1K 0.02% 241
2020
Q2 		$249K Sell
3,073
-739
-19% -$59.3K 0.02% 218
2020
Q1 		$275K Buy
3,812
+990
+35% +$80.8K 0.03% 191
2019
Q4 		$233K Buy
2,822
+76
+3% +$6.21K 0.02% 238
2019
Q3 		$222K Sell
2,746
-763
-22% -$59K 0.02% 229
2019
Q2 		$271K Sell
3,509
-305
-8% -$23.2K 0.03% 199
2019
Q1 		$292K Buy
3,814
+916
+32% +$66.9K 0.03% 199
2018
Q4 		$207K Buy
+2,898
New +$212K 0.03% 198
2017
Q2 		– Sell
-3,126
Closed -$236K – 157
2017
Q1 		$236K Buy
+3,126
New +$236K 0.06% 190

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

Waldron Private Wealth's D Position: Q1 2025 in Review

Waldron Private Wealth sold out of Dominion Energy (D) in Q1 2025, closing a stake of 4,155 shares — an estimated $224K sold.

Waldron Private Wealth first reported a position in D in Q1 2017 and held it in 25 quarters. The position peaked at $420K in Q2 2022. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

  • Waldron Private Wealth reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 4,155 Dominion Energy shares in Q1 2025, an estimated $224K.
  • Waldron Private Wealth first reported a position in Dominion Energy in Q1 2017 and held it in 25 quarters.
  • Waldron Private Wealth's Dominion Energy position peaked at $420K in Q2 2022.
  • 1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.