WI
D icon

WBI Investments’s Dominion Energy D Stock Holding History

WBI Investments’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
-12,882
Closed -$728K – 313
2025
Q2 		$728K Sell
12,882
-37,930
-75% -$2.08M 0.19% 164
2025
Q1 		$2.85M Sell
50,812
-1,810
-3% -$99.6K 0.75% 29
2024
Q4 		$2.83M Sell
52,622
-5,882
-10% -$336K 0.71% 34
2024
Q3 		$3.38M Buy
58,504
+52
+0.1% +$2.84K 0.81% 22
2024
Q2 		$2.86M Buy
+58,452
New +$2.98M 0.69% 41

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

WBI Investments's D Position: Q3 2025 in Review

WBI Investments sold out of Dominion Energy (D) in Q3 2025, closing a stake of 12,882 shares — an estimated $728K sold.

WBI Investments first reported a position in D in Q2 2024 and held it in 5 quarters. The position peaked at $3.38M in Q3 2024. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • WBI Investments reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
  • WBI Investments sold 12,882 Dominion Energy shares in Q3 2025, an estimated $728K.
  • WBI Investments first reported a position in Dominion Energy in Q2 2024 and held it in 5 quarters.
  • WBI Investments's Dominion Energy position peaked at $3.38M in Q3 2024.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on WBI Investments's 13F filing for Q3 2025, filed 20 Nov 2025.