Abel Hall LLC’s Dominion Energy D Stock Holding History

Abel Hall LLC’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
2024 Q4	–	Sell	-3,685	Closed	-$213K	–	173
2024 Q3	$213K	Buy	+3,685	New	+$201K	0.14%	128

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Abel Hall LLC's D Position: Q4 2024 in Review

Abel Hall LLC sold out of Dominion Energy (D) in Q4 2024, closing a stake of 3,685 shares — an estimated $213K sold.

Abel Hall LLC first reported a position in D in Q3 2024 and held it in 1 quarter. The position peaked at $213K in Q3 2024. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

Abel Hall LLC reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
Abel Hall LLC sold 3,685 Dominion Energy shares in Q4 2024, an estimated $213K.
Abel Hall LLC first reported a position in Dominion Energy in Q3 2024 and held it in 1 quarter.
Abel Hall LLC's Dominion Energy position peaked at $213K in Q3 2024.
1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Abel Hall LLC's 13F filing for Q4 2024, filed 23 Jan 2025.