AIM
D icon

Aquila Investment Management’s Dominion Energy D Stock Holding History

Aquila Investment Management’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 		$347K Buy
+6,000
New +$328K 0.39% 59
2022
Q4 		– Sell
-41,000
Closed -$2.83M – 94
2022
Q3 		$2.83M Buy
41,000
+4,000
+11% +$323K 2.12% 6
2022
Q2 		$2.95M Sell
37,000
-3,000
-8% -$248K 2.1% 7
2022
Q1 		$3.4M Buy
40,000
+3,000
+8% +$241K 1.93% 10
2021
Q4 		$2.91M Buy
+37,000
New +$2.78M 1.41% 18

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aquila Investment Management's D Position: Q3 2024 in Review

Aquila Investment Management opened a new position in Dominion Energy (D) in Q3 2024: 6,000 shares worth $347K. The stake represents 0.39% of the portfolio and ranks #59 among its holdings. This is a return to the name: Aquila Investment Management previously reported a position in D as recently as Q3 2022.

Aquila Investment Management first reported a position in D in Q4 2021 and has held it in 5 quarters since. The position peaked at $3.4M in Q1 2022. 1,351 funds tracked by Wall St. Rank hold D as of Q3 2024.

  • Aquila Investment Management held 6,000 shares of Dominion Energy worth $347K as of Q3 2024.
  • Dominion Energy was a new Aquila Investment Management position in Q3 2024.
  • Dominion Energy made up 0.39% of Aquila Investment Management's portfolio in Q3 2024, its #59 holding.
  • Aquila Investment Management first reported a position in Dominion Energy in Q4 2021 and has held it in 5 quarters since.
  • Aquila Investment Management's Dominion Energy position peaked at $3.4M in Q1 2022.
  • 1,351 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2024.

Based on Aquila Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.