CCA
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Criterion Capital Advisors’s Dominion Energy D Stock Holding History

Criterion Capital 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 		$28.4K Hold
579
– – 0.02% 184
2024
Q3 		$28.4K Hold
579
– – 0.02% 184
2024
Q2 		$28.4K Hold
579
– – 0.02% 184
2024
Q1 		$28.5K Sell
579
-29
-5% -$1.35K 0.02% 183
2023
Q4 		$28.6K Buy
+608
New +$27.1K 0.02% 187

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

Criterion Capital Advisors's D Position: Q4 2024 in Review

Criterion Capital Advisors held its Dominion Energy (D) position steady in Q4 2024 at 579 shares worth $28.4K. The position accounts for 0.02% of the portfolio, ranked #184.

Criterion Capital Advisors first reported a position in D in Q4 2023 and has held it in 5 quarters since. The position peaked at $28.6K in Q4 2023. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Criterion Capital Advisors held 579 shares of Dominion Energy worth $28.4K as of Q4 2024.
  • Criterion Capital Advisors left its Dominion Energy share count unchanged in Q4 2024.
  • Dominion Energy made up 0.02% of Criterion Capital Advisors's portfolio in Q4 2024, its #184 holding.
  • Criterion Capital Advisors first reported a position in Dominion Energy in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Dominion Energy position peaked at $28.6K in Q4 2023.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.