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CKW Financial Group’s Dominion Energy D Stock Holding History

CKW Financial Group’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
-1,200
Closed -$65K – 207
2024
Q4 		$65K Hold
1,200
– – 0.01% 115
2024
Q3 		$70K Hold
1,200
– – 0.01% 115
2024
Q2 		$58K Hold
1,200
– – 0.01% 126
2024
Q1 		$59K Hold
1,200
– – 0.01% 129
2023
Q4 		$56K Buy
1,200
+400
+50% +$17.9K 0.01% 132
2023
Q3 		$36K Hold
800
– – 0.01% 140
2023
Q2 		$41K Hold
800
– – 0.01% 136
2023
Q1 		$45K Buy
+800
New +$46.8K 0.01% 119

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

CKW Financial Group's D Position: Q1 2025 in Review

CKW Financial Group sold out of Dominion Energy (D) in Q1 2025, closing a stake of 1,200 shares — an estimated $65K sold.

CKW Financial Group first reported a position in D in Q1 2023 and held it in 8 quarters. The position peaked at $70K in Q3 2024. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

  • CKW Financial Group reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
  • CKW Financial Group sold 1,200 Dominion Energy shares in Q1 2025, an estimated $65K.
  • CKW Financial Group first reported a position in Dominion Energy in Q1 2023 and held it in 8 quarters.
  • CKW Financial Group's Dominion Energy position peaked at $70K in Q3 2024.
  • 1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on CKW Financial Group's 13F filing for Q1 2025, filed 16 May 2025.