Buttonwood Financial Advisors’s Dominion Energy D Stock Holding History

Buttonwood Financial 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 Q2	–	Sell	-20,449	Closed	-$1.01M	–	101
2024 Q1	$1.01M	Buy	20,449 +1,857	+10%	+$86.7K	0.47%	50
2023 Q4	$874K	Sell	18,592 -1,059	-5%	-$47.3K	0.48%	50
2023 Q3	$878K	Buy	19,651 +1,249	+7%	+$62K	0.56%	46
2023 Q2	$953K	Buy	18,402 +819	+5%	+$44.5K	0.6%	41
2023 Q1	$983K	Buy	17,583 +5,618	+47%	+$329K	0.76%	35
2022 Q4	$734K	Buy	11,965 +2,565	+27%	+$161K	0.62%	45
2022 Q3	$611K	Buy	9,400 +39	+0.4%	+$3.15K	0.55%	46
2022 Q2	$747K	Buy	9,361 +4,509	+93%	+$372K	0.67%	41
2022 Q1	$412K	Buy	+4,852	New	+$390K	0.37%	48

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Buttonwood Financial Advisors's D Position: Q2 2024 in Review

Buttonwood Financial Advisors sold out of Dominion Energy (D) in Q2 2024, closing a stake of 20,449 shares — an estimated $1.01M sold.

Buttonwood Financial Advisors first reported a position in D in Q1 2022 and held it in 9 quarters. The position peaked at $1.01M in Q1 2024. 1,273 funds tracked by Wall St. Rank hold D as of Q2 2024.

Buttonwood Financial Advisors reported no remaining Dominion Energy position as of Q2 2024 after selling out during the quarter.
Buttonwood Financial Advisors sold 20,449 Dominion Energy shares in Q2 2024, an estimated $1.01M.
Buttonwood Financial Advisors first reported a position in Dominion Energy in Q1 2022 and held it in 9 quarters.
Buttonwood Financial Advisors's Dominion Energy position peaked at $1.01M in Q1 2024.
1,273 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2024.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.