AIA
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Arcadia Investment Advisors’s Dominion Energy D Stock Holding History

Arcadia Investment 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
2024
Q1 		– Sell
-190
Closed -$8.93K – 78
2023
Q4 		$8.93K Buy
+190
New +$8.48K 0.01% 70

Other funds holding D

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arcadia Investment Advisors's D Position: Q1 2024 in Review

Arcadia Investment Advisors sold out of Dominion Energy (D) in Q1 2024, closing a stake of 190 shares — an estimated $8.93K sold.

Arcadia Investment Advisors first reported a position in D in Q4 2023 and held it in 1 quarter. The position peaked at $8.93K in Q4 2023. 1,223 funds tracked by Wall St. Rank hold D as of Q1 2024.

  • Arcadia Investment Advisors reported no remaining Dominion Energy position as of Q1 2024 after selling out during the quarter.
  • Arcadia Investment Advisors sold 190 Dominion Energy shares in Q1 2024, an estimated $8.93K.
  • Arcadia Investment Advisors first reported a position in Dominion Energy in Q4 2023 and held it in 1 quarter.
  • Arcadia Investment Advisors's Dominion Energy position peaked at $8.93K in Q4 2023.
  • 1,223 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on Arcadia Investment Advisors's 13F filing for Q1 2024, filed 19 Dec 2024.