Aveo Capital Partners’s Dominion Energy D Stock Holding History

Aveo Capital Partners’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 Q2	–	Sell	-4,044	Closed	-$208K	–	328
2024 Q1	$208K	Buy	+4,044	New	+$189K	0.02%	352
2022 Q4	–	Sell	-4,378	Closed	-$303K	–	333
2022 Q3	$303K	Sell	4,378 -1,738	-28%	-$140K	0.05%	211
2022 Q2	$488K	Buy	6,116 +178	+3%	+$14.7K	0.08%	179
2022 Q1	$505K	Buy	5,938 +168	+3%	+$13.5K	0.09%	177
2021 Q4	$453K	Sell	5,770 -220	-4%	-$16.6K	0.08%	185
2021 Q3	$437K	Buy	5,990 +28	+0.5%	+$2.13K	0.09%	169
2021 Q2	$439K	Buy	5,962 +790	+15%	+$61K	0.1%	175
2021 Q1	$393K	Buy	+5,172	New	+$376K	0.1%	162
2020 Q4	–	Sell	-2,712	Closed	-$214K	–	82
2020 Q3	$214K	Buy	+2,712	New	+$213K	0.08%	179

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aveo Capital Partners's D Position: Q2 2024 in Review

Aveo Capital Partners sold out of Dominion Energy (D) in Q2 2024, closing a stake of 4,044 shares — an estimated $208K sold.

Aveo Capital Partners first reported a position in D in Q3 2020 and held it in 9 quarters. The position peaked at $505K in Q1 2022. 1,273 funds tracked by Wall St. Rank hold D as of Q2 2024.

Aveo Capital Partners reported no remaining Dominion Energy position as of Q2 2024 after selling out during the quarter.
Aveo Capital Partners sold 4,044 Dominion Energy shares in Q2 2024, an estimated $208K.
Aveo Capital Partners first reported a position in Dominion Energy in Q3 2020 and held it in 9 quarters.
Aveo Capital Partners's Dominion Energy position peaked at $505K in Q1 2022.
1,273 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2024.

Based on Aveo Capital Partners's 13F filing for Q2 2024, filed 2 Aug 2024.