CPA
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Clear Point Advisors’s Dominion Energy D Stock Holding History

Clear Point 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
-59
Closed -$3.41K – 206
2024
Q3 		$3.41K Sell
59
-60
-50% -$3.28K ﹤0.01% 414
2024
Q2 		$5.83K Hold
119
– – ﹤0.01% 372
2024
Q1 		$5.85K Hold
119
– – ﹤0.01% 373
2023
Q4 		$5.59K Buy
+119
New +$5.31K ﹤0.01% 363

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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Clear Point Advisors's D Position: Q4 2024 in Review

Clear Point Advisors sold out of Dominion Energy (D) in Q4 2024, closing a stake of 59 shares — an estimated $3.41K sold.

Clear Point Advisors first reported a position in D in Q4 2023 and held it in 4 quarters. The position peaked at $5.85K in Q1 2024. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Clear Point Advisors reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 59 Dominion Energy shares in Q4 2024, an estimated $3.41K.
  • Clear Point Advisors first reported a position in Dominion Energy in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Dominion Energy position peaked at $5.85K in Q1 2024.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.