BW
D icon

Bison Wealth’s Dominion Energy D Stock Holding History

Bison Wealth’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
-7,559
Closed -$437K – 343
2024
Q3 		$437K Buy
7,559
+638
+9% +$34.9K 0.07% 259
2024
Q2 		$340K Hold
6,921
– – 0.06% 306
2024
Q1 		$340K Buy
6,921
+283
+4% +$13.2K 0.06% 306
2023
Q4 		$312K Sell
6,638
-369
-5% -$16.5K 0.06% 304
2023
Q3 		$313K Sell
7,007
-1,011
-13% -$50.2K 0.06% 300
2023
Q2 		$415K Buy
8,018
+2,705
+51% +$147K 0.08% 252
2023
Q1 		$295K Sell
5,313
-426
-7% -$24.9K 0.09% 199
2022
Q4 		$360K Sell
5,739
-10
-0.2% -$628 0.11% 187
2022
Q3 		$397K Buy
5,749
+1,127
+24% +$91K 0.16% 167
2022
Q2 		$369K Hold
4,622
– – 0.21% 124
2022
Q1 		$393K Buy
4,622
+235
+5% +$18.9K 0.2% 135
2021
Q4 		$345K Sell
4,387
-507
-10% -$38.1K 0.2% 128
2021
Q3 		$357K Sell
4,894
-150
-3% -$11.4K 0.16% 157
2021
Q2 		$371K Sell
5,044
-370
-7% -$28.6K 0.16% 160
2021
Q1 		$411K Buy
5,414
+233
+4% +$16.9K 0.18% 149
2020
Q4 		$390K Buy
5,181
+327
+7% +$26K 0.18% 139
2020
Q3 		$383K Sell
4,854
-255
-5% -$20K 0.22% 109
2020
Q2 		$415K Buy
5,109
+92
+2% +$7.38K 0.26% 101
2020
Q1 		$362K Sell
5,017
-249
-5% -$20.3K 0.26% 107
2019
Q4 		$436K Sell
5,266
-1,575
-23% -$129K 0.21% 129
2019
Q3 		$554K Buy
6,841
+608
+10% +$47K 0.31% 85
2019
Q2 		$482K Buy
6,233
+1,851
+42% +$141K 0.28% 105
2019
Q1 		$336K Buy
4,382
+135
+3% +$9.86K 0.21% 139
2018
Q4 		$303K Buy
4,247
+249
+6% +$18.2K 0.22% 135
2018
Q3 		$281K Buy
+3,998
New +$283K 0.18% 158
2015
Q2 		– Sell
-12,721
Closed -$902K – 252
2015
Q1 		$902K Buy
12,721
+2,097
+20% +$156K 0.55% 49
2014
Q4 		$817K Buy
+10,624
New +$769K 0.62% 48

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

Bison Wealth's D Position: Q4 2024 in Review

Bison Wealth sold out of Dominion Energy (D) in Q4 2024, closing a stake of 7,559 shares — an estimated $437K sold.

Bison Wealth first reported a position in D in Q4 2014 and held it in 27 quarters. The position peaked at $902K in Q1 2015. 1,372 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Bison Wealth reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 7,559 Dominion Energy shares in Q4 2024, an estimated $437K.
  • Bison Wealth first reported a position in Dominion Energy in Q4 2014 and held it in 27 quarters.
  • Bison Wealth's Dominion Energy position peaked at $902K in Q1 2015.
  • 1,372 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.