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Edge Capital Group’s Dominion Energy D Stock Holding History

Edge Capital Group’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 		$458K Buy
+8,496
New +$485K 0.02% 219
2023
Q3 		– Sell
-19,639
Closed -$1.02M – 297
2023
Q2 		$1.02M Sell
19,639
-220
-1% -$12K 0.06% 172
2023
Q1 		$1.11M Buy
19,859
+15,854
+396% +$928K 0.07% 161
2022
Q4 		$246K Buy
4,005
+381
+11% +$23.9K 0.02% 259
2022
Q3 		$250K Buy
3,624
+177
+5% +$14.3K 0.02% 249
2022
Q2 		$275K Sell
3,447
-276
-7% -$22.8K 0.02% 237
2022
Q1 		$316K Buy
3,723
+35
+0.9% +$2.81K 0.02% 241
2021
Q4 		$290K Sell
3,688
-393
-10% -$29.6K 0.02% 236
2021
Q3 		$298K Buy
4,081
+1,293
+46% +$98.6K 0.02% 227
2021
Q2 		$205K Sell
2,788
-1,515
-35% -$117K 0.02% 260
2021
Q1 		$327K Buy
4,303
+379
+10% +$27.5K 0.03% 215
2020
Q4 		$295K Sell
3,924
-4,122
-51% -$327K 0.02% 214
2020
Q3 		$635K Sell
8,046
-93,984
-92% -$7.38M 0.06% 140
2020
Q2 		$8.28M Sell
102,030
-3,714
-4% -$298K 0.87% 27
2020
Q1 		$7.63M Sell
105,744
-5,938
-5% -$485K 0.91% 25
2019
Q4 		$9.25M Buy
111,682
+867
+0.8% +$70.8K 0.9% 28
2019
Q3 		$8.98M Buy
110,815
+98,125
+773% +$7.59M 0.91% 29
2019
Q2 		$981K Sell
12,690
-190
-1% -$14.5K 0.09% 129
2019
Q1 		$987K Buy
12,880
+3,549
+38% +$259K 0.1% 120
2018
Q4 		$667K Buy
+9,331
New +$682K 0.07% 137

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

Edge Capital Group's D Position: Q4 2024 in Review

Edge Capital Group opened a new position in Dominion Energy (D) in Q4 2024: 8,496 shares worth $458K. The stake represents 0.02% of the portfolio and ranks #219 among its holdings. This is a return to the name: Edge Capital Group previously reported a position in D as recently as Q2 2023.

Edge Capital Group first reported a position in D in Q4 2018 and has held it in 20 quarters since. The position peaked at $9.25M in Q4 2019. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Edge Capital Group held 8,496 shares of Dominion Energy worth $458K as of Q4 2024.
  • Dominion Energy was a new Edge Capital Group position in Q4 2024.
  • Dominion Energy made up 0.02% of Edge Capital Group's portfolio in Q4 2024, its #219 holding.
  • Edge Capital Group first reported a position in Dominion Energy in Q4 2018 and has held it in 20 quarters since.
  • Edge Capital Group's Dominion Energy position peaked at $9.25M in Q4 2019.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.