BWM
D icon

BKM Wealth Management’s Dominion Energy D Stock Holding History

BKM Wealth 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
Q2 		– Sell
-2,007
Closed -$98.7K – 154
2024
Q1 		$98.7K Buy
2,007
+856
+74% +$40K 0.04% 183
2023
Q4 		$54.1K Buy
+1,151
New +$51.4K 0.02% 253

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

BKM Wealth Management's D Position: Q2 2024 in Review

BKM Wealth Management sold out of Dominion Energy (D) in Q2 2024, closing a stake of 2,007 shares — an estimated $98.7K sold.

BKM Wealth Management first reported a position in D in Q4 2023 and held it in 2 quarters. The position peaked at $98.7K in Q1 2024. 1,273 funds tracked by Wall St. Rank hold D as of Q2 2024.

  • BKM Wealth Management reported no remaining Dominion Energy position as of Q2 2024 after selling out during the quarter.
  • BKM Wealth Management sold 2,007 Dominion Energy shares in Q2 2024, an estimated $98.7K.
  • BKM Wealth Management first reported a position in Dominion Energy in Q4 2023 and held it in 2 quarters.
  • BKM Wealth Management's Dominion Energy position peaked at $98.7K in Q1 2024.
  • 1,273 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2024.

Based on BKM Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.