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Choate Investment Advisors’s Dominion Energy D Stock Holding History

Choate Investment Advisors’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
2025
Q1 		– Sell
-3,880
Closed -$209K – 399
2024
Q4 		$209K Buy
3,880
+198
+5% +$11.3K 0.01% 383
2024
Q3 		$213K Buy
+3,682
New +$201K 0.01% 365
2022
Q2 		– Sell
-2,491
Closed -$211K – 336
2022
Q1 		$211K Buy
+2,491
New +$200K 0.01% 283
2020
Q4 		– Sell
-2,550
Closed -$202K – 288
2020
Q3 		$202K Hold
2,550
– – 0.01% 236
2020
Q2 		$207K Buy
+2,550
New +$205K 0.02% 232
2020
Q1 		– Sell
-2,550
Closed -$211K – 237
2019
Q4 		$211K Sell
2,550
-212
-8% -$17.3K 0.01% 218
2019
Q3 		$224K Hold
2,762
– – 0.01% 211
2019
Q2 		$214K Hold
2,762
– – 0.01% 215
2019
Q1 		$212K Buy
+2,762
New +$202K 0.01% 228
2018
Q2 		– Sell
-3,262
Closed -$220K – 229
2018
Q1 		$220K Hold
3,262
– – 0.01% 219
2017
Q4 		$264K Sell
3,262
-247
-7% -$20K 0.01% 211
2017
Q3 		$270K Sell
3,509
-1,316
-27% -$102K 0.01% 216
2017
Q2 		$370K Sell
4,825
-425
-8% -$33.4K 0.02% 187
2017
Q1 		$407K Sell
5,250
-315
-6% -$23.8K 0.02% 183
2016
Q4 		$426K Buy
5,565
+200
+4% +$14.7K 0.03% 171
2016
Q3 		$398K Buy
5,365
+640
+14% +$48.8K 0.03% 173
2016
Q2 		$368K Sell
4,725
-175
-4% -$12.7K 0.03% 173
2016
Q1 		$368K Buy
4,900
+2,188
+81% +$155K 0.03% 179
2015
Q4 		$209K Buy
+2,712
New +$187K 0.02% 247
2015
Q1 		– Sell
-2,712
Closed -$209K – 260
2014
Q4 		$209K Buy
+2,712
New +$196K 0.01% 249
2014
Q2 		– Sell
-3,709
Closed -$263K – 306
2014
Q1 		$263K Sell
3,709
-161
-4% -$11K 0.02% 243
2013
Q4 		$250K Sell
3,870
-90
-2% -$5.79K 0.02% 240
2013
Q3 		$247K Hold
3,960
– – 0.02% 232
2013
Q2 		$225K Buy
+3,960
New +$232K 0.02% 238

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Choate Investment Advisors's D Position: Q1 2025 in Review

Choate Investment Advisors sold out of Dominion Energy (D) in Q1 2025, closing a stake of 3,880 shares — an estimated $209K sold.

Choate Investment Advisors first reported a position in D in Q2 2013 and held it in 24 quarters. The position peaked at $426K in Q4 2016. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

  • Choate Investment Advisors reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 3,880 Dominion Energy shares in Q1 2025, an estimated $209K.
  • Choate Investment Advisors first reported a position in Dominion Energy in Q2 2013 and held it in 24 quarters.
  • Choate Investment Advisors's Dominion Energy position peaked at $426K in Q4 2016.
  • 1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Choate Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.