WCM
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Wedge Capital Management’s Dominion Energy D Stock Holding History

Wedge 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
-286,253
Closed -$16.2M – 531
2025
Q2 		$16.2M Buy
286,253
+63,898
+29% +$3.5M 0.29% 91
2025
Q1 		$12.5M Sell
222,355
-11,854
-5% -$652K 0.24% 111
2024
Q4 		$12.6M Sell
234,209
-7,346
-3% -$419K 0.23% 101
2024
Q3 		$14M Sell
241,555
-30,883
-11% -$1.69M 0.24% 111
2024
Q2 		$13.3M Buy
+272,438
New +$13.9M 0.24% 109
2022
Q3 		– Sell
-226,698
Closed -$18.1M – 408
2022
Q2 		$18.1M Buy
226,698
+7,076
+3% +$584K 0.29% 141
2022
Q1 		$18.7M Buy
219,622
+38,969
+22% +$3.13M 0.25% 158
2021
Q4 		$14.2M Sell
180,653
-14,502
-7% -$1.09M 0.18% 203
2021
Q3 		$14.3M Buy
195,155
+1,839
+1% +$140K 0.18% 199
2021
Q2 		$14.2M Sell
193,316
-1,803
-0.9% -$139K 0.17% 206
2021
Q1 		$14.8M Sell
195,119
-2,765
-1% -$201K 0.18% 187
2020
Q4 		$14.9M Buy
+197,884
New +$15.7M 0.17% 188

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

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

Wedge Capital Management sold out of Dominion Energy (D) in Q3 2025, closing a stake of 286,253 shares — an estimated $16.2M sold.

Wedge Capital Management first reported a position in D in Q4 2020 and held it in 12 quarters. The position peaked at $18.7M in Q1 2022. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • Wedge Capital Management reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
  • Wedge Capital Management sold 286,253 Dominion Energy shares in Q3 2025, an estimated $16.2M.
  • Wedge Capital Management first reported a position in Dominion Energy in Q4 2020 and held it in 12 quarters.
  • Wedge Capital Management's Dominion Energy position peaked at $18.7M in Q1 2022.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Wedge Capital Management's 13F filing for Q3 2025, filed 10 Oct 2025.