CTWM
D icon

Cherry Tree Wealth Management’s Dominion Energy D Stock Holding History

Cherry Tree 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
2023
Q4 		– Sell
-710
Closed -$31.7K – 596
2023
Q3 		$31.7K Hold
710
– – 0.01% 255
2023
Q2 		$36.8K Buy
+710
New +$38.6K 0.01% 246

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cherry Tree Wealth Management's D Position: Q4 2023 in Review

Cherry Tree Wealth Management sold out of Dominion Energy (D) in Q4 2023, closing a stake of 710 shares — an estimated $31.7K sold.

Cherry Tree Wealth Management first reported a position in D in Q2 2023 and held it in 2 quarters. The position peaked at $36.8K in Q2 2023. 1,234 funds tracked by Wall St. Rank hold D as of Q4 2023.

  • Cherry Tree Wealth Management reported no remaining Dominion Energy position as of Q4 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 710 Dominion Energy shares in Q4 2023, an estimated $31.7K.
  • Cherry Tree Wealth Management first reported a position in Dominion Energy in Q2 2023 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Dominion Energy position peaked at $36.8K in Q2 2023.
  • 1,234 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.