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Campbell Wealth Management’s Dominion Energy D Stock Holding History

Campbell 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
Q4 		$652K Buy
12,111
+1,204
+11% +$68.7K 0.06% 37
2024
Q3 		$630K Sell
10,907
-1,587
-13% -$86.7K 0.06% 27
2024
Q2 		$612K Sell
12,494
-607
-5% -$30.9K 0.2% 17
2024
Q1 		$644K Buy
13,101
+3,713
+40% +$173K 0.06% 38
2023
Q4 		$441K Sell
9,388
-1,868
-17% -$83.4K 0.05% 35
2023
Q3 		$503K Buy
11,256
+90
+0.8% +$4.47K 0.06% 37
2023
Q2 		$578K Sell
11,166
-62
-0.6% -$3.37K 0.07% 33
2023
Q1 		$628K Sell
11,228
-84
-0.7% -$4.92K 0.08% 32
2022
Q4 		$694K Sell
11,312
-242
-2% -$15.2K 0.1% 31
2022
Q3 		$798K Sell
11,554
-1,102
-9% -$89K 0.12% 28
2022
Q2 		$1.01M Sell
12,656
-328
-3% -$27.1K 0.14% 20
2022
Q1 		$1.1M Buy
12,984
+4
+0% +$321 0.13% 20
2021
Q4 		$1.02M Buy
12,980
+1,639
+14% +$123K 0.12% 21
2021
Q3 		$828K Buy
11,341
+4
+0% +$305 0.11% 20
2021
Q2 		$834K Buy
11,337
+19
+0.2% +$1.47K 0.11% 20
2021
Q1 		$860K Sell
11,318
-716
-6% -$52K 0.12% 21
2020
Q4 		$905K Sell
12,034
-617
-5% -$49K 0.13% 22
2020
Q3 		$999K Sell
12,651
-236
-2% -$18.5K 0.16% 20
2020
Q2 		$1.05M Buy
12,887
+55
+0.4% +$4.41K 0.18% 21
2020
Q1 		$926K Sell
12,832
-286
-2% -$23.4K 0.2% 20
2019
Q4 		$1.09M Sell
13,118
-350
-3% -$28.6K 0.22% 20
2019
Q3 		$1.09M Buy
13,468
+2,164
+19% +$167K 0.24% 20
2019
Q2 		$874K Buy
11,304
+355
+3% +$27.1K 0.21% 20
2019
Q1 		$839K Buy
10,949
+814
+8% +$59.4K 0.22% 20
2018
Q4 		$724K Buy
+10,135
New +$741K 0.22% 20

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

Campbell Wealth Management's D Position: Q4 2024 in Review

Campbell Wealth Management increased its Dominion Energy (D) stake by 11% in Q4 2024, buying an estimated $68.7K and bringing the position to 12,111 shares worth $652K. The position accounts for 0.06% of the portfolio, ranked #37.

Campbell Wealth Management first reported a position in D in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.1M in Q1 2022. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Campbell Wealth Management held 12,111 shares of Dominion Energy worth $652K as of Q4 2024.
  • Campbell Wealth Management bought 1,204 Dominion Energy shares in Q4 2024, an estimated $68.7K.
  • Dominion Energy made up 0.06% of Campbell Wealth Management's portfolio in Q4 2024, its #37 holding.
  • Campbell Wealth Management first reported a position in Dominion Energy in Q4 2018 and has held it in 25 quarters since.
  • Campbell Wealth Management's Dominion Energy position peaked at $1.1M in Q1 2022.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.