EC
D icon

EdgeRock Capital’s Dominion Energy D Stock Holding History

EdgeRock 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
-1,779
Closed -$87.2K – 116
2024
Q2 		$87.2K Buy
+1,779
New +$90.6K 0.07% 80
2024
Q1 		– Sell
-1,779
Closed -$81.2K – 136
2023
Q4 		$81.2K Buy
+1,779
New +$79.4K 0.06% 83
2022
Q4 		– Sell
-1,780
Closed -$123K – 127
2022
Q3 		$123K Buy
+1,780
New +$144K 0.07% 70

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EdgeRock Capital's D Position: Q3 2024 in Review

EdgeRock Capital sold out of Dominion Energy (D) in Q3 2024, closing a stake of 1,779 shares — an estimated $87.2K sold.

EdgeRock Capital first reported a position in D in Q3 2022 and held it in 3 quarters. The position peaked at $123K in Q3 2022. 1,349 funds tracked by Wall St. Rank hold D as of Q3 2024.

  • EdgeRock Capital reported no remaining Dominion Energy position as of Q3 2024 after selling out during the quarter.
  • EdgeRock Capital sold 1,779 Dominion Energy shares in Q3 2024, an estimated $87.2K.
  • EdgeRock Capital first reported a position in Dominion Energy in Q3 2022 and held it in 3 quarters.
  • EdgeRock Capital's Dominion Energy position peaked at $123K in Q3 2022.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.