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West Financial Advisors’s Dominion Energy D Stock Holding History

West Financial 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
Q3 		– Sell
-326
Closed -$18.4K – 200
2025
Q2 		$18.4K Hold
326
– – ﹤0.01% 137
2025
Q1 		$18.3K Hold
326
– – ﹤0.01% 134
2024
Q4 		$17.6K Hold
326
– – ﹤0.01% 135
2024
Q3 		$18.8K Hold
326
– – ﹤0.01% 130
2024
Q2 		$16K Hold
326
– – ﹤0.01% 112
2024
Q1 		$16K Hold
326
– – ﹤0.01% 113
2023
Q4 		$15.3K Hold
326
– – ﹤0.01% 115
2023
Q3 		$14.6K Hold
326
– – ﹤0.01% 121
2023
Q2 		$16.9K Buy
+326
New +$17.7K ﹤0.01% 116

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

West Financial Advisors's D Position: Q3 2025 in Review

West Financial Advisors sold out of Dominion Energy (D) in Q3 2025, closing a stake of 326 shares — an estimated $18.4K sold.

West Financial Advisors first reported a position in D in Q2 2023 and held it in 9 quarters. The position peaked at $18.8K in Q3 2024. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • West Financial Advisors reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
  • West Financial Advisors sold 326 Dominion Energy shares in Q3 2025, an estimated $18.4K.
  • West Financial Advisors first reported a position in Dominion Energy in Q2 2023 and held it in 9 quarters.
  • West Financial Advisors's Dominion Energy position peaked at $18.8K in Q3 2024.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on West Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.