FAIM
D icon

Financial Advocates Investment Management’s Dominion Energy D Stock Holding History

Financial Advocates 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 		– Sell
-4,316
Closed -$249K – 768
2024
Q3 		$249K Sell
4,316
-2,169
-33% -$118K 0.01% 654
2024
Q2 		$318K Sell
6,485
-3,887
-37% -$198K 0.02% 563
2024
Q1 		$510K Buy
10,372
+615
+6% +$28.7K 0.03% 453
2023
Q4 		$459K Sell
9,757
-209
-2% -$9.33K 0.03% 449
2023
Q3 		$445K Buy
9,966
+668
+7% +$33.2K 0.03% 442
2023
Q2 		$482K Buy
9,298
+191
+2% +$10.4K 0.03% 418
2023
Q1 		$509K Sell
9,107
-4,016
-31% -$235K 0.04% 428
2022
Q4 		$805K Buy
13,123
+3,466
+36% +$218K 0.06% 334
2022
Q3 		$663K Sell
9,657
-2,971
-24% -$240K 0.05% 341
2022
Q2 		$1.01M Buy
12,628
+1,889
+18% +$156K 0.08% 270
2022
Q1 		$913K Sell
10,739
-63
-0.6% -$5.06K 0.06% 313
2021
Q4 		$848K Buy
10,802
+365
+3% +$27.5K 0.05% 357
2021
Q3 		$763K Sell
10,437
-252
-2% -$19.2K 0.05% 380
2021
Q2 		$787K Sell
10,689
-431
-4% -$33.3K 0.05% 367
2021
Q1 		$845K Sell
11,120
-1,400
-11% -$102K 0.06% 361
2020
Q4 		$941K Buy
12,520
+344
+3% +$27.3K 0.06% 314
2020
Q3 		$961K Sell
12,176
-1,709
-12% -$134K 0.08% 257
2020
Q2 		$1.13M Buy
13,885
+380
+3% +$30.5K 0.11% 231
2020
Q1 		$975K Buy
13,505
+1,077
+9% +$87.9K 0.14% 183
2019
Q4 		$1.03M Sell
12,428
-761
-6% -$62.2K 0.11% 205
2019
Q3 		$1.06M Buy
13,189
+668
+5% +$51.7K 0.12% 182
2019
Q2 		$969K Sell
12,521
-25
-0.2% -$1.91K 0.11% 189
2019
Q1 		$962K Buy
12,546
+1,465
+13% +$107K 0.12% 186
2018
Q4 		$792K Buy
11,081
+352
+3% +$25.7K 0.11% 196
2018
Q3 		$754K Buy
10,729
+1,284
+14% +$90.9K 0.08% 226
2018
Q2 		$646K Buy
9,445
+24
+0.3% +$1.56K 0.08% 230
2018
Q1 		$635K Buy
9,421
+269
+3% +$19.9K 0.08% 223
2017
Q4 		$742K Buy
+9,152
New +$741K 0.1% 204

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Advocates Investment Management's D Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Dominion Energy (D) in Q4 2024, closing a stake of 4,316 shares — an estimated $249K sold.

Financial Advocates Investment Management first reported a position in D in Q4 2017 and held it in 28 quarters. The position peaked at $1.13M in Q2 2020. 1,373 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,316 Dominion Energy shares in Q4 2024, an estimated $249K.
  • Financial Advocates Investment Management first reported a position in Dominion Energy in Q4 2017 and held it in 28 quarters.
  • Financial Advocates Investment Management's Dominion Energy position peaked at $1.13M in Q2 2020.
  • 1,373 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

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