AFS
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Annapolis Financial Services’s Dominion Energy D Stock Holding History

Annapolis Financial Services’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
Q3 		$23.1K Hold
400
– – 0.01% 212
2024
Q2 		$19.6K Sell
400
-89
-18% -$4.53K 0.01% 218
2024
Q1 		$24.1K Hold
489
– – 0.01% 209
2023
Q4 		$23K Hold
489
– – 0.01% 268
2023
Q3 		$21.8K Sell
489
-350
-42% -$17.4K 0.01% 257
2023
Q2 		$43.5K Buy
839
+350
+72% +$19K 0.01% 192
2023
Q1 		$27.3K Hold
489
– – 0.01% 222
2022
Q4 		$30K Sell
489
-200
-29% -$12.6K 0.01% 208
2022
Q3 		$48K Buy
689
+200
+41% +$16.1K 0.02% 176
2022
Q2 		$39K Hold
489
– – 0.01% 191
2022
Q1 		$42K Sell
489
-130
-21% -$10.4K 0.01% 196
2021
Q4 		$49K Buy
619
+130
+27% +$9.78K 0.02% 182
2021
Q3 		$36K Buy
489
+400
+449% +$30.5K 0.01% 197
2021
Q2 		$7K Hold
89
– – ﹤0.01% 283
2021
Q1 		$7K Hold
89
– – ﹤0.01% 279
2020
Q4 		$7K Buy
+89
New +$7.07K ﹤0.01% 276

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Annapolis Financial Services's D Position: Q3 2024 in Review

Annapolis Financial Services held its Dominion Energy (D) position steady in Q3 2024 at 400 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #212.

Annapolis Financial Services first reported a position in D in Q4 2020 and has held it in 16 quarters since. The position peaked at $49K in Q4 2021. 1,349 funds tracked by Wall St. Rank hold D as of Q3 2024.

  • Annapolis Financial Services held 400 shares of Dominion Energy worth $23.1K as of Q3 2024.
  • Annapolis Financial Services left its Dominion Energy share count unchanged in Q3 2024.
  • Dominion Energy made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #212 holding.
  • Annapolis Financial Services first reported a position in Dominion Energy in Q4 2020 and has held it in 16 quarters since.
  • Annapolis Financial Services's Dominion Energy position peaked at $49K in Q4 2021.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.