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Ashton Thomas Securities’s Dominion Energy D Stock Holding History

Ashton Thomas Securities’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
-1,155
Closed -$66.8K – 452
2024
Q3 		$66.8K Buy
+1,155
New +$63.1K 0.01% 373

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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ashton Thomas Securities's D Position: Q4 2024 in Review

Ashton Thomas Securities sold out of Dominion Energy (D) in Q4 2024, closing a stake of 1,155 shares — an estimated $66.8K sold.

Ashton Thomas Securities first reported a position in D in Q3 2024 and held it in 1 quarter. The position peaked at $66.8K in Q3 2024. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Ashton Thomas Securities reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Ashton Thomas Securities sold 1,155 Dominion Energy shares in Q4 2024, an estimated $66.8K.
  • Ashton Thomas Securities first reported a position in Dominion Energy in Q3 2024 and held it in 1 quarter.
  • Ashton Thomas Securities's Dominion Energy position peaked at $66.8K in Q3 2024.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Ashton Thomas Securities's 13F filing for Q4 2024, filed 11 Feb 2025.