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Bellevue Asset Management’s Dominion Energy D Stock Holding History

Bellevue Asset Management’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
-59
Closed -$3.42K – 495
2024
Q3 		$3.42K Buy
59
+1
+2% +$55 ﹤0.01% 363
2024
Q2 		$2.87K Hold
58
– – ﹤0.01% 376
2024
Q1 		$2.84K Buy
58
+2
+4% +$93 ﹤0.01% 374
2023
Q4 		$2.68K Sell
56
-200
-78% -$8.93K ﹤0.01% 376
2023
Q3 		$11.4K Buy
256
+1
+0.4% +$50 0.01% 254
2023
Q2 		$13.2K Buy
255
+1
+0.4% +$54 0.01% 251
2023
Q1 		$14.2K Hold
254
– – 0.01% 248
2022
Q4 		$15.4K Buy
254
+1
+0.4% +$63 0.01% 248
2022
Q3 		$18K Hold
253
– – 0.01% 243
2022
Q2 		$20K Buy
253
+1
+0.4% +$83 0.01% 242
2022
Q1 		$22K Hold
252
– – 0.01% 260
2021
Q4 		$20K Buy
252
+1
+0.4% +$75 0.01% 273
2021
Q3 		$19K Buy
251
+50
+25% +$3.81K 0.01% 288
2021
Q2 		$15K Sell
201
-250
-55% -$19.3K 0.01% 305
2021
Q1 		$34K Buy
451
+1
+0.2% +$73 0.02% 223
2020
Q4 		$33K Hold
450
– – 0.02% 216
2020
Q3 		$36K Hold
450
– – 0.03% 196
2020
Q2 		$37K Hold
450
– – 0.04% 191
2020
Q1 		$35K Buy
450
+150
+50% +$12.2K 0.04% 202
2019
Q4 		$25K Buy
+300
New +$24.5K 0.02% 232

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

Bellevue Asset Management's D Position: Q4 2024 in Review

Bellevue Asset Management sold out of Dominion Energy (D) in Q4 2024, closing a stake of 59 shares — an estimated $3.42K sold.

Bellevue Asset Management first reported a position in D in Q4 2019 and held it in 20 quarters. The position peaked at $37K in Q2 2020. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Bellevue Asset Management reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Bellevue Asset Management sold 59 Dominion Energy shares in Q4 2024, an estimated $3.42K.
  • Bellevue Asset Management first reported a position in Dominion Energy in Q4 2019 and held it in 20 quarters.
  • Bellevue Asset Management's Dominion Energy position peaked at $37K in Q2 2020.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Bellevue Asset Management's 13F filing for Q4 2024, filed 6 Feb 2025.