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Wealth Advisors of Tampa Bay’s Dominion Energy D Stock Holding History

Wealth Advisors of Tampa Bay’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
-2,900
Closed -$163K – 104
2025
Q1 		$163K Buy
+2,900
New +$160K 0.07% 91
2023
Q4 		– Sell
-5,800
Closed -$259K – 84
2023
Q3 		$259K Buy
+5,800
New +$288K 0.07% 89

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
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 $315B AUM 27.84% 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

Wealth Advisors of Tampa Bay's D Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of Dominion Energy (D) in Q2 2025, closing a stake of 2,900 shares — an estimated $163K sold.

Wealth Advisors of Tampa Bay first reported a position in D in Q3 2023 and held it in 2 quarters. The position peaked at $259K in Q3 2023. 1,350 funds tracked by Wall St. Rank hold D as of Q2 2025.

  • Wealth Advisors of Tampa Bay reported no remaining Dominion Energy position as of Q2 2025 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 2,900 Dominion Energy shares in Q2 2025, an estimated $163K.
  • Wealth Advisors of Tampa Bay first reported a position in Dominion Energy in Q3 2023 and held it in 2 quarters.
  • Wealth Advisors of Tampa Bay's Dominion Energy position peaked at $259K in Q3 2023.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.