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Beacon Financial Advisory’s Dominion Energy D Stock Holding History

Beacon Financial Advisory’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
-17,116
Closed -$842K – 292
2024
Q1 		$842K Buy
17,116
+6,454
+61% +$301K 0.41% 71
2023
Q4 		$501K Sell
10,662
-757
-7% -$33.8K 0.24% 119
2023
Q3 		$510K Buy
11,419
+325
+3% +$16.1K 0.28% 106
2023
Q2 		$575K Buy
11,094
+1,153
+12% +$62.7K 0.33% 98
2023
Q1 		$556K Buy
9,941
+902
+10% +$52.8K 0.35% 97
2022
Q4 		$554K Buy
9,039
+1,103
+14% +$69.3K 0.4% 82
2022
Q3 		$548K Sell
7,936
-317
-4% -$25.6K 0.39% 83
2022
Q2 		$659K Buy
8,253
+3
+0% +$248 0.37% 84
2022
Q1 		$701K Buy
8,250
+503
+6% +$40.4K 0.33% 93
2021
Q4 		$609K Buy
7,747
+2
+0% +$150 0.28% 110
2021
Q3 		$566K Buy
7,745
+22
+0.3% +$1.68K 0.29% 109
2021
Q2 		$568K Sell
7,723
-292
-4% -$22.5K 0.31% 108
2021
Q1 		$609K Buy
8,015
+2,366
+42% +$172K 0.35% 98
2020
Q4 		$424K Buy
5,649
+202
+4% +$16K 0.28% 113
2020
Q3 		$429K Buy
+5,447
New +$428K 0.37% 91

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beacon Financial Advisory's D Position: Q2 2024 in Review

Beacon Financial Advisory sold out of Dominion Energy (D) in Q2 2024, closing a stake of 17,116 shares — an estimated $842K sold.

Beacon Financial Advisory first reported a position in D in Q3 2020 and held it in 15 quarters. The position peaked at $842K in Q1 2024. 1,273 funds tracked by Wall St. Rank hold D as of Q2 2024.

  • Beacon Financial Advisory reported no remaining Dominion Energy position as of Q2 2024 after selling out during the quarter.
  • Beacon Financial Advisory sold 17,116 Dominion Energy shares in Q2 2024, an estimated $842K.
  • Beacon Financial Advisory first reported a position in Dominion Energy in Q3 2020 and held it in 15 quarters.
  • Beacon Financial Advisory's Dominion Energy position peaked at $842K in Q1 2024.
  • 1,273 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2024.

Based on Beacon Financial Advisory's 13F filing for Q2 2024, filed 26 Jul 2024.