WESPAC Advisors’s Dominion Energy D Stock Holding History

WESPAC Advisors’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 Q4	–	Sell	-9,339	Closed	-$571K	–	190
2025 Q3	$571K	Buy	+9,339	New	+$555K	0.33%	106

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WESPAC Advisors's D Position: Q4 2025 in Review

WESPAC Advisors sold out of Dominion Energy (D) in Q4 2025, closing a stake of 9,339 shares — an estimated $571K sold.

WESPAC Advisors first reported a position in D in Q3 2025 and held it in 1 quarter. The position peaked at $571K in Q3 2025. 1,451 funds tracked by Wall St. Rank hold D as of Q4 2025.

WESPAC Advisors reported no remaining Dominion Energy position as of Q4 2025 after selling out during the quarter.
WESPAC Advisors sold 9,339 Dominion Energy shares in Q4 2025, an estimated $571K.
WESPAC Advisors first reported a position in Dominion Energy in Q3 2025 and held it in 1 quarter.
WESPAC Advisors's Dominion Energy position peaked at $571K in Q3 2025.
1,451 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2025.

Based on WESPAC Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.