CSWM
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Cassady Schiller Wealth Management’s Dominion Energy D Stock Holding History

Cassady Schiller 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 		$2.21K Buy
+41
New +$2.34K ﹤0.01% 552
2023
Q1 		– Sell
-500
Closed -$30.7K – 474
2022
Q4 		$30.7K Buy
+500
New +$31.4K 0.02% 234
2022
Q1 		– Sell
-513
Closed -$40K – 221
2021
Q4 		$40K Buy
+513
New +$38.6K 0.02% 216

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

Cassady Schiller Wealth Management's D Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Dominion Energy (D) in Q4 2024: 41 shares worth $2.21K. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in D as recently as Q4 2022.

Cassady Schiller Wealth Management first reported a position in D in Q4 2021 and has held it in 3 quarters since. The position peaked at $40K in Q4 2021. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Cassady Schiller Wealth Management held 41 shares of Dominion Energy worth $2.21K as of Q4 2024.
  • Dominion Energy was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Dominion Energy made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #552 holding.
  • Cassady Schiller Wealth Management first reported a position in Dominion Energy in Q4 2021 and has held it in 3 quarters since.
  • Cassady Schiller Wealth Management's Dominion Energy position peaked at $40K in Q4 2021.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.