Charles D. Hyman’s Dominion Energy D Stock Holding History

Charles D. Hyman’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	$271K	Hold	5,539	–	–	0.02%	211
2024 Q1	$272K	Sell	5,539 -333	-6%	-$15.6K	0.02%	219
2023 Q4	$276K	Hold	5,872	–	–	0.02%	214
2023 Q3	$262K	Hold	5,872	–	–	0.02%	205
2023 Q2	$304K	Sell	5,872 -774	-12%	-$42.1K	0.02%	194
2023 Q1	$372K	Hold	6,646	–	–	0.02%	181
2022 Q4	$408K	Sell	6,646 -1,188	-15%	-$74.6K	0.03%	173
2022 Q3	$541K	Buy	7,834 +48	+0.6%	+$3.88K	0.04%	140
2022 Q2	$621K	Hold	7,786	–	–	0.05%	134
2022 Q1	$662K	Hold	7,786	–	–	0.04%	139
2021 Q4	$612K	Buy	7,786 +100	+1%	+$7.52K	0.04%	152
2021 Q3	$561K	Sell	7,686 -100	-1%	-$7.63K	0.04%	153
2021 Q2	$573K	Hold	7,786	–	–	0.04%	150
2021 Q1	$591K	Hold	7,786	–	–	0.04%	144
2020 Q4	$586K	Hold	7,786	–	–	0.05%	143
2020 Q3	$615K	Sell	7,786 -37	-0.5%	-$2.91K	0.05%	141
2020 Q2	$635K	Buy	7,823 +37	+0.5%	+$2.97K	0.06%	130
2020 Q1	$562K	Sell	7,786 -139	-2%	-$11.3K	0.07%	107
2019 Q4	$656K	Buy	7,925 +773	+11%	+$63.2K	0.06%	114
2019 Q3	$580K	Hold	7,152	–	–	0.06%	115
2019 Q2	$553K	Hold	7,152	–	–	0.06%	119
2019 Q1	$548K	Buy	7,152 +1,237	+21%	+$90.3K	0.06%	123
2018 Q4	$423K	Hold	5,915	–	–	0.05%	122
2018 Q3	$416K	Sell	5,915 -275	-4%	-$19.5K	0.04%	131
2018 Q2	$422K	Sell	6,190 -130	-2%	-$8.47K	0.05%	127
2018 Q1	$426K	Buy	+6,320	New	+$467K	0.05%	120

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

Charles D. Hyman's D Position: Q2 2024 in Review

Charles D. Hyman held its Dominion Energy (D) position steady in Q2 2024 at 5,539 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #211.

Charles D. Hyman first reported a position in D in Q1 2018 and has held it in 26 quarters since. The position peaked at $662K in Q1 2022. 1,273 funds tracked by Wall St. Rank hold D as of Q2 2024.

Charles D. Hyman held 5,539 shares of Dominion Energy worth $271K as of Q2 2024.
Charles D. Hyman left its Dominion Energy share count unchanged in Q2 2024.
Dominion Energy made up 0.02% of Charles D. Hyman's portfolio in Q2 2024, its #211 holding.
Charles D. Hyman first reported a position in Dominion Energy in Q1 2018 and has held it in 26 quarters since.
Charles D. Hyman's Dominion Energy position peaked at $662K in Q1 2022.
1,273 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.