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B.O.S.S. Retirement Advisors’s Dominion Energy D Stock Holding History

B.O.S.S. Retirement 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
Q4 		– Sell
-29,178
Closed -$1.69M – 202
2024
Q3 		$1.69M Buy
29,178
+882
+3% +$48.2K 0.34% 79
2024
Q2 		$1.39M Sell
28,296
-771
-3% -$39.3K 0.35% 80
2024
Q1 		$1.37M Sell
29,067
-3,666
-11% -$171K 0.52% 75
2023
Q4 		$1.54M Sell
32,733
-5,863
-15% -$262K 0.3% 112
2023
Q3 		$1.72M Sell
38,596
-2,386
-6% -$118K 0.37% 95
2023
Q2 		$2.12M Buy
+40,982
New +$2.23M 0.45% 63

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

B.O.S.S. Retirement Advisors's D Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Dominion Energy (D) in Q4 2024, closing a stake of 29,178 shares — an estimated $1.69M sold.

B.O.S.S. Retirement Advisors first reported a position in D in Q2 2023 and held it in 6 quarters. The position peaked at $2.12M in Q2 2023. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 29,178 Dominion Energy shares in Q4 2024, an estimated $1.69M.
  • B.O.S.S. Retirement Advisors first reported a position in Dominion Energy in Q2 2023 and held it in 6 quarters.
  • B.O.S.S. Retirement Advisors's Dominion Energy position peaked at $2.12M in Q2 2023.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.