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First Foundation Advisors’s Dominion Energy D Stock Holding History

First Foundation Advisors’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
-2,258
Closed -$111K – 376
2024
Q2 		$111K Buy
2,258
+40
+2% +$2.04K ﹤0.01% 357
2024
Q1 		$109K Sell
2,218
-79
-3% -$3.69K ﹤0.01% 372
2023
Q4 		$108K Sell
2,297
-6,968
-75% -$311K ﹤0.01% 378
2023
Q3 		$414K Sell
9,265
-27
-0.3% -$1.34K 0.02% 276
2023
Q2 		$481K Buy
9,292
+143
+2% +$7.77K 0.02% 255
2023
Q1 		$512K Buy
9,149
+312
+4% +$18.3K 0.02% 231
2022
Q4 		$542K Sell
8,837
-10
-0.1% -$628 0.03% 235
2022
Q3 		$611K Buy
8,847
+12
+0.1% +$969 0.03% 214
2022
Q2 		$705K Sell
8,835
-795
-8% -$65.7K 0.03% 208
2022
Q1 		$818K Buy
9,630
+2,658
+38% +$213K 0.03% 205
2021
Q4 		$548K Sell
6,972
-52
-0.7% -$3.91K 0.02% 253
2021
Q3 		$513K Sell
7,024
-1,068
-13% -$81.4K 0.02% 272
2021
Q2 		$595K Buy
8,092
+1,104
+16% +$85.2K 0.02% 264
2021
Q1 		$531K Sell
6,988
-43
-0.6% -$3.12K 0.02% 259
2020
Q4 		$529K Buy
7,031
+405
+6% +$32.2K 0.02% 253
2020
Q3 		$523K Sell
6,626
-22
-0.3% -$1.73K 0.02% 234
2020
Q2 		$540K Sell
6,648
-387
-6% -$31K 0.03% 227
2020
Q1 		$508K Buy
7,035
+205
+3% +$16.7K 0.03% 224
2019
Q4 		$566K Sell
6,830
-405
-6% -$33.1K 0.03% 229
2019
Q3 		$586K Buy
7,235
+400
+6% +$30.9K 0.03% 215
2019
Q2 		$528K Buy
6,835
+21
+0.3% +$1.6K 0.03% 223
2019
Q1 		$522K Buy
6,814
+226
+3% +$16.5K 0.03% 215
2018
Q4 		$471K Buy
6,588
+127
+2% +$9.28K 0.03% 264
2018
Q3 		$454K Buy
6,461
+4
+0.1% +$283 0.03% 244
2018
Q2 		$440K Sell
6,457
-123
-2% -$8.01K 0.03% 225
2018
Q1 		$444K Sell
6,580
-283
-4% -$20.9K 0.02% 224
2017
Q4 		$556K Hold
6,863
– – 0.03% 218
2017
Q3 		$528K Sell
6,863
-738
-10% -$57.4K 0.03% 199
2017
Q2 		$582K Sell
7,601
-565
-7% -$44.4K 0.03% 187
2017
Q1 		$633K Sell
8,166
-846
-9% -$64K 0.04% 184
2016
Q4 		$690K Buy
9,012
+266
+3% +$19.6K 0.05% 166
2016
Q3 		$650K Sell
8,746
-928
-10% -$70.7K 0.04% 163
2016
Q2 		$754K Buy
9,674
+345
+4% +$25K 0.05% 156
2016
Q1 		$701K Buy
9,329
+300
+3% +$21.2K 0.05% 145
2015
Q4 		$611K Buy
9,029
+1,341
+17% +$92.6K 0.04% 166
2015
Q3 		$541K Sell
7,688
-1,014
-12% -$71.3K 0.04% 141
2015
Q2 		$582K Sell
8,702
-892
-9% -$62.8K 0.05% 142
2015
Q1 		$680K Buy
9,594
+3,004
+46% +$223K 0.06% 128
2014
Q4 		$507K Hold
6,590
– – 0.04% 147
2014
Q3 		$455K Hold
6,590
– – 0.05% 144
2014
Q2 		$471K Buy
6,590
+450
+7% +$31.6K 0.05% 133
2014
Q1 		$436K Sell
6,140
-1,531
-20% -$105K 0.05% 120
2013
Q4 		$496K Buy
7,671
+316
+4% +$20.3K 0.07% 100
2013
Q3 		$460K Buy
7,355
+365
+5% +$21.6K 0.07% 105
2013
Q2 		$397K Buy
+6,990
New +$409K 0.08% 91

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

First Foundation Advisors's D Position: Q3 2024 in Review

First Foundation Advisors sold out of Dominion Energy (D) in Q3 2024, closing a stake of 2,258 shares — an estimated $111K sold.

First Foundation Advisors first reported a position in D in Q2 2013 and held it in 45 quarters. The position peaked at $818K in Q1 2022. 1,349 funds tracked by Wall St. Rank hold D as of Q3 2024.

  • First Foundation Advisors reported no remaining Dominion Energy position as of Q3 2024 after selling out during the quarter.
  • First Foundation Advisors sold 2,258 Dominion Energy shares in Q3 2024, an estimated $111K.
  • First Foundation Advisors first reported a position in Dominion Energy in Q2 2013 and held it in 45 quarters.
  • First Foundation Advisors's Dominion Energy position peaked at $818K in Q1 2022.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.