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CM Wealth Advisors’s Dominion Energy D Stock Holding History

CM Wealth 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
Q2 		– Sell
-4,199
Closed -$219K – 97
2024
Q1 		$219K Buy
+4,199
New +$196K 0.06% 168
2023
Q2 		– Sell
-12,059
Closed -$677K – 234
2023
Q1 		$677K Buy
+12,059
New +$706K 0.13% 212

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

CM Wealth Advisors's D Position: Q2 2024 in Review

CM Wealth Advisors sold out of Dominion Energy (D) in Q2 2024, closing a stake of 4,199 shares — an estimated $219K sold.

CM Wealth Advisors first reported a position in D in Q1 2023 and held it in 2 quarters. The position peaked at $677K in Q1 2023. 1,273 funds tracked by Wall St. Rank hold D as of Q2 2024.

  • CM Wealth Advisors reported no remaining Dominion Energy position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 4,199 Dominion Energy shares in Q2 2024, an estimated $219K.
  • CM Wealth Advisors first reported a position in Dominion Energy in Q1 2023 and held it in 2 quarters.
  • CM Wealth Advisors's Dominion Energy position peaked at $677K in Q1 2023.
  • 1,273 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.