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Buckingham Strategic Wealth’s Dominion Energy D Stock Holding History

Buckingham Strategic 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
Q2 		$613K Buy
12,510
+49
+0.4% +$2.5K 0.01% 427
2024
Q1 		$613K Sell
12,461
-2,095
-14% -$97.9K 0.01% 420
2023
Q4 		$684K Sell
14,556
-6,842
-32% -$305K 0.01% 384
2023
Q3 		$956K Buy
21,398
+482
+2% +$23.9K 0.01% 297
2023
Q2 		$1.08M Buy
20,916
+1,350
+7% +$73.4K 0.02% 291
2023
Q1 		$1.2M Hold
19,566
– – 0.02% 243
2022
Q4 		$1.2M Buy
19,566
+2,685
+16% +$169K 0.02% 244
2022
Q3 		$1.17M Sell
16,881
-1,794
-10% -$145K 0.02% 237
2022
Q2 		$1.49M Buy
18,675
+751
+4% +$62K 0.03% 211
2022
Q1 		$1.52M Sell
17,924
-2,617
-13% -$210K 0.03% 218
2021
Q4 		$1.61M Buy
20,541
+10
+0% +$752 0.03% 212
2021
Q3 		$1.5M Sell
20,531
-902
-4% -$68.8K 0.03% 212
2021
Q2 		$1.58M Sell
21,433
-2,528
-11% -$195K 0.04% 203
2021
Q1 		$1.82M Sell
23,961
-4,058
-14% -$295K 0.09% 158
2020
Q4 		$2.11M Buy
28,019
+3,100
+12% +$246K 0.11% 140
2020
Q3 		$1.97M Buy
24,919
+3,932
+19% +$309K 0.15% 112
2020
Q2 		$1.7M Sell
20,987
-10,758
-34% -$863K 0.16% 104
2020
Q1 		$2.29M Buy
31,745
+7,651
+32% +$625K 0.22% 86
2019
Q4 		$2M Sell
24,094
-595
-2% -$48.6K 0.19% 95
2019
Q3 		$2M Buy
24,689
+49
+0.2% +$3.79K 0.22% 91
2019
Q2 		$1.91M Buy
24,640
+1,025
+4% +$78.1K 0.21% 93
2019
Q1 		$1.81M Buy
23,615
+815
+4% +$59.5K 0.23% 89
2018
Q4 		$1.63M Buy
22,800
+283
+1% +$20.7K 0.25% 78
2018
Q3 		$1.58M Sell
22,517
-94
-0.4% -$6.66K 0.24% 89
2018
Q2 		$1.54M Buy
22,611
+2,549
+13% +$166K 0.25% 90
2018
Q1 		$1.35M Buy
20,062
+11,874
+145% +$877K 0.26% 85
2017
Q4 		$664K Buy
8,188
+1,551
+23% +$126K 0.14% 136
2017
Q3 		$511K Sell
6,637
-1,390
-17% -$108K 0.12% 152
2017
Q2 		$615K Buy
+8,027
New +$631K 0.14% 131

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

Buckingham Strategic Wealth's D Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Dominion Energy (D) stake by 0.39% in Q2 2024, buying an estimated $2.5K and bringing the position to 12,510 shares worth $613K. The position accounts for 0.01% of the portfolio, ranked #427.

Buckingham Strategic Wealth first reported a position in D in Q2 2017 and has held it in 29 quarters since. The position peaked at $2.29M in Q1 2020. 1,273 funds tracked by Wall St. Rank hold D as of Q2 2024.

  • Buckingham Strategic Wealth held 12,510 shares of Dominion Energy worth $613K as of Q2 2024.
  • Buckingham Strategic Wealth bought 49 Dominion Energy shares in Q2 2024, an estimated $2.5K.
  • Dominion Energy made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #427 holding.
  • Buckingham Strategic Wealth first reported a position in Dominion Energy in Q2 2017 and has held it in 29 quarters since.
  • Buckingham Strategic Wealth's Dominion Energy position peaked at $2.29M in Q1 2020.
  • 1,273 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.