Westover Capital Advisors’s Dominion Energy D Stock Holding History

Westover Capital 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	-3,700	Closed	-$209K	–	222
2025 Q2	$209K	Hold	3,700	–	–	0.04%	219
2025 Q1	$207K	Buy	+3,700	New	+$204K	0.05%	228
2024 Q4	–	Sell	-3,700	Closed	-$214K	–	244
2024 Q3	$214K	Buy	+3,700	New	+$202K	0.04%	234
2021 Q1	–	Sell	-21,385	Closed	-$1.61M	–	167
2020 Q4	$1.61M	Sell	21,385 -1,748	-8%	-$139K	0.58%	48
2020 Q3	$1.83M	Sell	23,133 -20,743	-47%	-$1.63M	0.75%	40
2020 Q2	$3.56M	Buy	+43,876	New	+$3.52M	1.67%	23
2020 Q1	–	Sell	-32,951	Closed	-$2.73M	–	118
2019 Q4	$2.73M	Buy	+32,951	New	+$2.69M	1.22%	25

Other funds holding D

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Westover Capital Advisors's D Position: Q3 2025 in Review

Westover Capital Advisors sold out of Dominion Energy (D) in Q3 2025, closing a stake of 3,700 shares — an estimated $209K sold.

Westover Capital Advisors first reported a position in D in Q4 2019 and held it in 7 quarters. The position peaked at $3.56M in Q2 2020. 1,410 funds tracked by Wall St. Rank hold D as of Q3 2025.

Westover Capital Advisors reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
Westover Capital Advisors sold 3,700 Dominion Energy shares in Q3 2025, an estimated $209K.
Westover Capital Advisors first reported a position in Dominion Energy in Q4 2019 and held it in 7 quarters.
Westover Capital Advisors's Dominion Energy position peaked at $3.56M in Q2 2020.
1,410 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

Based on Westover Capital Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.