ET
D icon

Equitable Trust’s Dominion Energy D Stock Holding History

Equitable Trust’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 		– Sell
-3,740
Closed -$216K – 476
2024
Q3 		$216K Buy
+3,740
New +$204K 0.01% 428
2023
Q4 		– Sell
-4,713
Closed -$211K – 400
2023
Q3 		$211K Hold
4,713
– – 0.02% 386
2023
Q2 		$244K Sell
4,713
-602
-11% -$32.7K 0.02% 366
2023
Q1 		$297K Buy
5,315
+102
+2% +$5.97K 0.02% 335
2022
Q4 		$320K Buy
5,213
+1,414
+37% +$88.8K 0.03% 327
2022
Q3 		$262K Hold
3,799
– – 0.02% 331
2022
Q2 		$303K Hold
3,799
– – 0.02% 322
2022
Q1 		$323K Hold
3,799
– – 0.02% 315
2021
Q4 		$298K Sell
3,799
-257
-6% -$19.3K 0.02% 317
2021
Q3 		$296K Hold
4,056
– – 0.02% 305
2021
Q2 		$299K Buy
4,056
+299
+8% +$23.1K 0.02% 313
2021
Q1 		$285K Sell
3,757
-1,919
-34% -$139K 0.02% 305
2020
Q4 		$427K Buy
5,676
+1,065
+23% +$84.6K 0.03% 262
2020
Q3 		$364K Sell
4,611
-858
-16% -$67.4K 0.03% 262
2020
Q2 		$444K Sell
5,469
-145
-3% -$11.6K 0.04% 229
2020
Q1 		$406K Sell
5,614
-975
-15% -$79.6K 0.04% 231
2019
Q4 		$546K Buy
6,589
+369
+6% +$30.1K 0.05% 194
2019
Q3 		$504K Buy
6,220
+1,513
+32% +$117K 0.05% 198
2019
Q2 		$364K Sell
4,707
-280
-6% -$21.3K 0.04% 217
2019
Q1 		$383K Hold
4,987
– – 0.04% 214
2018
Q4 		$356K Buy
4,987
+1,411
+39% +$103K 0.05% 209
2018
Q3 		$251K Buy
3,576
+270
+8% +$19.1K 0.03% 267
2018
Q2 		$225K Buy
+3,306
New +$215K 0.03% 247

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

Equitable Trust's D Position: Q4 2024 in Review

Equitable Trust sold out of Dominion Energy (D) in Q4 2024, closing a stake of 3,740 shares — an estimated $216K sold.

Equitable Trust first reported a position in D in Q2 2018 and held it in 23 quarters. The position peaked at $546K in Q4 2019. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Equitable Trust reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Equitable Trust sold 3,740 Dominion Energy shares in Q4 2024, an estimated $216K.
  • Equitable Trust first reported a position in Dominion Energy in Q2 2018 and held it in 23 quarters.
  • Equitable Trust's Dominion Energy position peaked at $546K in Q4 2019.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Equitable Trust's 13F filing for Q4 2024, filed 28 Jan 2025.