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Bray Capital Advisors’s Dominion Energy D Stock Holding History

Bray Capital Advisors’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 		$123K Buy
2,277
+2
+0.1% +$114 0.03% 149
2024
Q3 		$131K Buy
2,275
+1
+0% +$55 0.03% 149
2024
Q2 		$111K Buy
2,274
+925
+69% +$47.1K 0.03% 151
2024
Q1 		$66.3K Buy
1,349
+2
+0.1% +$93 0.02% 168
2023
Q4 		$63.3K Buy
1,347
+2
+0.1% +$89 0.02% 168
2023
Q3 		$60.1K Buy
1,345
+1,202
+841% +$59.7K 0.02% 167
2023
Q2 		$7.38K Sell
143
-1,198
-89% -$65.1K ﹤0.01% 237
2023
Q1 		$75K Buy
1,341
+2
+0.1% +$117 0.02% 169
2022
Q4 		$82.1K Buy
1,339
+1
+0.1% +$63 0.03% 164
2022
Q3 		$92K Buy
1,338
+2
+0.1% +$161 0.03% 158
2022
Q2 		$107K Buy
1,336
+1
+0.1% +$83 0.03% 156
2022
Q1 		$113K Buy
1,335
+1
+0.1% +$80 0.03% 159
2021
Q4 		$105K Buy
1,334
+1
+0.1% +$75 0.03% 163
2021
Q3 		$97K Buy
1,333
+1
+0.1% +$76 0.02% 159
2021
Q2 		$98K Sell
1,332
-424
-24% -$32.7K 0.03% 159
2021
Q1 		$133K Sell
1,756
-1,999
-53% -$145K 0.04% 152
2020
Q4 		$282K Buy
3,755
+3,201
+578% +$254K 0.08% 122
2020
Q3 		$44K Buy
554
+2
+0.4% +$157 0.02% 181
2020
Q2 		$45K Buy
552
+1
+0.2% +$80 0.02% 177
2020
Q1 		$40K Buy
551
+282
+105% +$23K 0.02% 177
2019
Q4 		$22K Buy
269
+1
+0.4% +$82 0.01% 218
2019
Q3 		$22K Sell
268
-143
-35% -$11.1K 0.01% 221
2019
Q2 		$32K Buy
411
+1
+0.2% +$76 0.01% 215
2019
Q1 		$31K Buy
410
+2
+0.5% +$146 0.01% 214
2018
Q4 		$29K Buy
408
+1
+0.2% +$73 0.01% 214
2018
Q3 		$29K Buy
407
+1
+0.2% +$71 0.01% 222
2018
Q2 		$28K Buy
406
+2
+0.5% +$130 0.01% 258
2018
Q1 		$27K Buy
+404
New +$29.8K 0.01% 252

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

Bray Capital Advisors's D Position: Q4 2024 in Review

Bray Capital Advisors increased its Dominion Energy (D) stake by 0.09% in Q4 2024, buying an estimated $114 and bringing the position to 2,277 shares worth $123K. The position accounts for 0.03% of the portfolio, ranked #149.

Bray Capital Advisors first reported a position in D in Q1 2018 and has held it in 28 quarters since. The position peaked at $282K in Q4 2020. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Bray Capital Advisors held 2,277 shares of Dominion Energy worth $123K as of Q4 2024.
  • Bray Capital Advisors bought 2 Dominion Energy shares in Q4 2024, an estimated $114.
  • Dominion Energy made up 0.03% of Bray Capital Advisors's portfolio in Q4 2024, its #149 holding.
  • Bray Capital Advisors first reported a position in Dominion Energy in Q1 2018 and has held it in 28 quarters since.
  • Bray Capital Advisors's Dominion Energy position peaked at $282K in Q4 2020.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.