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Chelsea Counsel Company’s Dominion Energy D Stock Holding History

Chelsea Counsel Company’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
Q1 		– Sell
-213
Closed -$10K – 182
2023
Q4 		$10K Hold
213
– – 0.01% 150
2023
Q3 		$9.51K Hold
213
– – ﹤0.01% 155
2023
Q2 		$11K Hold
213
– – 0.01% 151
2023
Q1 		$11.9K Hold
213
– – 0.01% 142
2022
Q4 		$13K Buy
+213
New +$13.4K 0.01% 143
2017
Q4 		– Sell
-600
Closed – – 86
2017
Q3 		$0 Buy
+600
New +$46.7K ﹤0.01% 83

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State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chelsea Counsel Company's D Position: Q1 2024 in Review

Chelsea Counsel Company sold out of Dominion Energy (D) in Q1 2024, closing a stake of 213 shares — an estimated $10K sold.

Chelsea Counsel Company first reported a position in D in Q3 2017 and held it in 6 quarters. The position peaked at $13K in Q4 2022. 1,223 funds tracked by Wall St. Rank hold D as of Q1 2024.

  • Chelsea Counsel Company reported no remaining Dominion Energy position as of Q1 2024 after selling out during the quarter.
  • Chelsea Counsel Company sold 213 Dominion Energy shares in Q1 2024, an estimated $10K.
  • Chelsea Counsel Company first reported a position in Dominion Energy in Q3 2017 and held it in 6 quarters.
  • Chelsea Counsel Company's Dominion Energy position peaked at $13K in Q4 2022.
  • 1,223 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on Chelsea Counsel Company's 13F filing for Q1 2024, filed 17 Jun 2024.