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Whipplewood Advisors’s Dominion Energy D Stock Holding History

Whipplewood 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
-18
Closed -$1.02K – 519
2025
Q2 		$1.02K Sell
18
-32
-64% -$1.75K ﹤0.01% 1015
2025
Q1 		$505 Buy
50
+41
+456% +$2.25K ﹤0.01% 1125
2024
Q4 		$485 Buy
+9
New +$513 ﹤0.01% 1119

Other funds holding D

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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

Whipplewood Advisors's D Position: Q3 2025 in Review

Whipplewood Advisors sold out of Dominion Energy (D) in Q3 2025, closing a stake of 18 shares — an estimated $1.02K sold.

Whipplewood Advisors first reported a position in D in Q4 2024 and held it in 3 quarters. The position peaked at $1.02K in Q2 2025. 1,409 funds tracked by Wall St. Rank hold D as of Q3 2025.

  • Whipplewood Advisors reported no remaining Dominion Energy position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 18 Dominion Energy shares in Q3 2025, an estimated $1.02K.
  • Whipplewood Advisors first reported a position in Dominion Energy in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Dominion Energy position peaked at $1.02K in Q2 2025.
  • 1,409 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2025.

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