WCM
D icon

WealthTrak Capital Management’s Dominion Energy D Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-857
Closed -$48.4K – 283
2025
Q2 		$48.4K Sell
857
-641
-43% -$35.1K 0.04% 110
2025
Q1 		$84K Buy
1,498
+10
+0.7% +$550 0.07% 87
2024
Q4 		$80.1K Buy
+1,488
New +$84.9K 0.07% 87

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

WealthTrak Capital Management's D Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Dominion Energy (D) in Q3 2025, closing a stake of 857 shares — an estimated $48.4K sold.

WealthTrak Capital Management first reported a position in D in Q4 2024 and held it in 3 quarters. The position peaked at $84K in Q1 2025. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 857 Dominion Energy shares in Q3 2025, an estimated $48.4K.
  • WealthTrak Capital Management first reported a position in Dominion Energy in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Dominion Energy position peaked at $84K in Q1 2025.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.