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Aspire Private Capital’s Dominion Energy D Stock Holding History

Aspire Private Capital’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
-586
Closed -$33.9K – 262
2024
Q3 		$33.9K Sell
586
-130
-18% -$7.1K 0.01% 263
2024
Q2 		$35.1K Sell
716
-59
-8% -$3.01K 0.01% 265
2024
Q1 		$38.1K Sell
775
-4
-0.5% -$187 0.01% 258
2023
Q4 		$36.6K Sell
779
-29
-4% -$1.29K 0.01% 249
2023
Q3 		$36.1K Buy
808
+26
+3% +$1.29K 0.01% 247
2023
Q2 		$40.5K Buy
782
+69
+10% +$3.75K 0.01% 224
2023
Q1 		$39.9K Buy
713
+101
+17% +$5.91K 0.01% 225
2022
Q4 		$37.5K Buy
612
+115
+23% +$7.22K 0.01% 220
2022
Q3 		$34K Sell
497
-33
-6% -$2.66K 0.01% 232
2022
Q2 		$42K Sell
530
-9
-2% -$743 0.02% 217
2022
Q1 		$46K Sell
539
-154
-22% -$12.4K 0.01% 213
2021
Q4 		$54K Sell
693
-97
-12% -$7.3K 0.02% 214
2021
Q3 		$58K Sell
790
-111
-12% -$8.46K 0.02% 202
2021
Q2 		$66K Sell
901
-1,154
-56% -$89.1K 0.02% 196
2021
Q1 		$156K Sell
2,055
-1,560
-43% -$113K 0.05% 159
2020
Q4 		$272K Sell
3,615
-181
-5% -$14.4K 0.1% 97
2020
Q3 		$300K Sell
3,796
-3,339
-47% -$262K 0.12% 91
2020
Q2 		$579K Buy
7,135
+182
+3% +$14.6K 0.27% 57
2020
Q1 		$502K Sell
6,953
-297
-4% -$24.3K 0.27% 56
2019
Q4 		$600K Sell
7,250
-163
-2% -$13.3K 0.26% 70
2019
Q3 		$601K Sell
7,413
-1,186
-14% -$91.7K 0.29% 64
2019
Q2 		$665K Sell
8,599
-1,367
-14% -$104K 0.32% 68
2019
Q1 		$764K Sell
9,966
-327
-3% -$23.9K 0.38% 57
2018
Q4 		$736K Buy
+10,293
New +$752K 0.43% 50

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
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

Aspire Private Capital's D Position: Q4 2024 in Review

Aspire Private Capital sold out of Dominion Energy (D) in Q4 2024, closing a stake of 586 shares — an estimated $33.9K sold.

Aspire Private Capital first reported a position in D in Q4 2018 and held it in 24 quarters. The position peaked at $764K in Q1 2019. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Aspire Private Capital reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 586 Dominion Energy shares in Q4 2024, an estimated $33.9K.
  • Aspire Private Capital first reported a position in Dominion Energy in Q4 2018 and held it in 24 quarters.
  • Aspire Private Capital's Dominion Energy position peaked at $764K in Q1 2019.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.