ERIM
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Eagle Ridge Investment Management’s Dominion Energy D Stock Holding History

Eagle Ridge Investment Management’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 		$543K Buy
10,090
+319
+3% +$18.2K 0.05% 94
2024
Q3 		$565K Hold
9,771
– – 0.05% 96
2024
Q2 		$479K Sell
9,771
-474
-5% -$24.1K 0.04% 105
2024
Q1 		$504K Buy
10,245
+3,792
+59% +$177K 0.05% 99
2023
Q4 		$303K Sell
6,453
-2,336
-27% -$104K 0.03% 124
2023
Q3 		$393K Hold
8,789
– – 0.04% 106
2023
Q2 		$455K Hold
8,789
– – 0.05% 108
2023
Q1 		$491K Buy
8,789
+454
+5% +$26.6K 0.06% 104
2022
Q4 		$511K Sell
8,335
-74
-0.9% -$4.65K 0.06% 98
2022
Q3 		$581K Sell
8,409
-344
-4% -$27.8K 0.07% 92
2022
Q2 		$699K Hold
8,753
– – 0.08% 84
2022
Q1 		$744K Buy
8,753
+1,672
+24% +$134K 0.08% 85
2021
Q4 		$556K Buy
7,081
+1,652
+30% +$124K 0.06% 100
2021
Q3 		$396K Sell
5,429
-154
-3% -$11.7K 0.04% 110
2021
Q2 		$411K Hold
5,583
– – 0.05% 103
2021
Q1 		$424K Buy
5,583
+74
+1% +$5.38K 0.05% 102
2020
Q4 		$414K Buy
+5,509
New +$438K 0.05% 100
2018
Q4 		– Sell
-3,495
Closed -$246K – 161
2018
Q3 		$246K Hold
3,495
– – 0.04% 150
2018
Q2 		$238K Hold
3,495
– – 0.04% 150
2018
Q1 		$236K Sell
3,495
-200
-5% -$14.8K 0.04% 158
2017
Q4 		$300K Hold
3,695
– – 0.05% 139
2017
Q3 		$284K Buy
+3,695
New +$287K 0.05% 141

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

Eagle Ridge Investment Management's D Position: Q4 2024 in Review

Eagle Ridge Investment Management increased its Dominion Energy (D) stake by 3.3% in Q4 2024, buying an estimated $18.2K and bringing the position to 10,090 shares worth $543K. The position accounts for 0.05% of the portfolio, ranked #94.

Eagle Ridge Investment Management first reported a position in D in Q3 2017 and has held it in 22 quarters since. The position peaked at $744K in Q1 2022. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Eagle Ridge Investment Management held 10,090 shares of Dominion Energy worth $543K as of Q4 2024.
  • Eagle Ridge Investment Management bought 319 Dominion Energy shares in Q4 2024, an estimated $18.2K.
  • Dominion Energy made up 0.05% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #94 holding.
  • Eagle Ridge Investment Management first reported a position in Dominion Energy in Q3 2017 and has held it in 22 quarters since.
  • Eagle Ridge Investment Management's Dominion Energy position peaked at $744K in Q1 2022.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.