Baldwin Wealth Partners’s Dominion Energy D Stock Holding History

Baldwin Wealth 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 Q4	–	Sell	-199	Closed	-$11.5K	–	422
2024 Q3	$11.5K	Buy	199 +33	+20%	+$1.8K	﹤0.01%	775
2024 Q2	$8.13K	Hold	166	–	–	﹤0.01%	557
2024 Q1	$8.17K	Sell	166 -66	-28%	-$3.08K	﹤0.01%	570
2023 Q4	$10.9K	Hold	232	–	–	﹤0.01%	561
2023 Q3	$10.4K	Hold	232	–	–	﹤0.01%	574
2023 Q2	$12K	Hold	232	–	–	﹤0.01%	583
2023 Q1	$13K	Hold	232	–	–	﹤0.01%	592
2022 Q4	$14.2K	Buy	232 +166	+252%	+$10.4K	﹤0.01%	573
2022 Q3	$5K	Hold	66	–	–	﹤0.01%	559
2022 Q2	$5K	Hold	66	–	–	﹤0.01%	585
2022 Q1	$6K	Hold	66	–	–	﹤0.01%	571
2021 Q4	$5K	Hold	66	–	–	﹤0.01%	554
2021 Q3	$5K	Hold	66	–	–	﹤0.01%	567
2021 Q2	$5K	Hold	66	–	–	﹤0.01%	577
2021 Q1	$5K	Buy	+66	New	+$4.79K	﹤0.01%	554
2017 Q2	–	Sell	-214	Closed	-$17K	–	481
2017 Q1	$17K	Buy	214 +159	+289%	+$12K	﹤0.01%	378
2016 Q4	$4K	Hold	55	–	–	﹤0.01%	475
2016 Q3	$4K	Buy	+55	New	+$4.19K	﹤0.01%	494

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Baldwin Wealth Partners's D Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Dominion Energy (D) in Q4 2024, closing a stake of 199 shares — an estimated $11.5K sold.

Baldwin Wealth Partners first reported a position in D in Q3 2016 and held it in 18 quarters. The position peaked at $17K in Q1 2017. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

Baldwin Wealth Partners reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 199 Dominion Energy shares in Q4 2024, an estimated $11.5K.
Baldwin Wealth Partners first reported a position in Dominion Energy in Q3 2016 and held it in 18 quarters.
Baldwin Wealth Partners's Dominion Energy position peaked at $17K in Q1 2017.
1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.