Claris Advisors’s Dominion Energy D Stock Holding History

Claris 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
2024 Q4	–	Sell	-169	Closed	-$9.76K	–	335
2024 Q3	$9.76K	Buy	+169	New	+$9.23K	﹤0.01%	228

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Claris Advisors's D Position: Q4 2024 in Review

Claris Advisors sold out of Dominion Energy (D) in Q4 2024, closing a stake of 169 shares — an estimated $9.76K sold.

Claris Advisors first reported a position in D in Q3 2024 and held it in 1 quarter. The position peaked at $9.76K in Q3 2024. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

Claris Advisors reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 169 Dominion Energy shares in Q4 2024, an estimated $9.76K.
Claris Advisors first reported a position in Dominion Energy in Q3 2024 and held it in 1 quarter.
Claris Advisors's Dominion Energy position peaked at $9.76K in Q3 2024.
1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.