Cultivar Capital’s Dominion Energy D Stock Holding History

Cultivar Capital’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 Q3	–	Sell	-1,603	Closed	-$78.5K	–	63
2024 Q2	$78.5K	Buy	+1,603	New	+$81.7K	0.07%	55

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Cultivar Capital's D Position: Q3 2024 in Review

Cultivar Capital sold out of Dominion Energy (D) in Q3 2024, closing a stake of 1,603 shares — an estimated $78.5K sold.

Cultivar Capital first reported a position in D in Q2 2024 and held it in 1 quarter. The position peaked at $78.5K in Q2 2024. 1,349 funds tracked by Wall St. Rank hold D as of Q3 2024.

Cultivar Capital reported no remaining Dominion Energy position as of Q3 2024 after selling out during the quarter.
Cultivar Capital sold 1,603 Dominion Energy shares in Q3 2024, an estimated $78.5K.
Cultivar Capital first reported a position in Dominion Energy in Q2 2024 and held it in 1 quarter.
Cultivar Capital's Dominion Energy position peaked at $78.5K in Q2 2024.
1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2024.

Based on Cultivar Capital's 13F filing for Q3 2024, filed 16 Oct 2024.