FEM
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Fulcrum Equity Management’s Dominion Energy D Stock Holding History

Fulcrum Equity 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
-6,504
Closed -$376K – 122
2024
Q3 		$376K Buy
6,504
+75
+1% +$4.1K 0.32% 98
2024
Q2 		$315K Buy
6,429
+85
+1% +$4.33K 0.28% 104
2024
Q1 		$312K Buy
6,344
+86
+1% +$4.02K 0.37% 85
2023
Q4 		$294K Buy
6,258
+87
+1% +$3.88K 0.36% 78
2023
Q3 		$276K Sell
6,171
-10
-0.2% -$496 0.32% 77
2023
Q2 		$320K Buy
6,181
+87
+1% +$4.73K 0.37% 70
2023
Q1 		$341K Buy
6,094
+72
+1% +$4.21K 0.32% 62
2022
Q4 		$369K Buy
6,022
+67
+1% +$4.21K 0.3% 51
2022
Q3 		$412K Buy
5,955
+49
+0.8% +$3.96K 0.35% 46
2022
Q2 		$471K Buy
5,906
+42
+0.7% +$3.47K 0.38% 44
2022
Q1 		$498K Buy
5,864
+55
+0.9% +$4.42K 0.3% 59
2021
Q4 		$456K Buy
5,809
+47
+0.8% +$3.54K 0.17% 95
2021
Q3 		$421K Buy
5,762
+48
+0.8% +$3.66K 0.16% 96
2021
Q2 		$420K Buy
5,714
+48
+0.8% +$3.71K 0.16% 111
2021
Q1 		$430K Buy
5,666
+48
+0.9% +$3.49K 0.17% 114
2020
Q4 		$422K Buy
5,618
+21
+0.4% +$1.67K 0.17% 95
2020
Q3 		$442K Buy
5,597
+70
+1% +$5.5K 0.21% 78
2020
Q2 		$449K Buy
5,527
+60
+1% +$4.81K 0.21% 89
2020
Q1 		$395K Buy
5,467
+82
+2% +$6.7K 0.28% 22
2019
Q4 		$446K Buy
5,385
+59
+1% +$4.82K 0.23% 65
2019
Q3 		$432K Sell
5,326
-128
-2% -$9.9K 0.22% 57
2019
Q2 		$408K Buy
5,454
+249
+5% +$19K 0.19% 56
2019
Q1 		$399K Buy
5,205
+63
+1% +$4.6K 0.14% 51
2018
Q4 		$367K Buy
+5,142
New +$376K 0.13% 34

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

Fulcrum Equity Management's D Position: Q4 2024 in Review

Fulcrum Equity Management sold out of Dominion Energy (D) in Q4 2024, closing a stake of 6,504 shares — an estimated $376K sold.

Fulcrum Equity Management first reported a position in D in Q4 2018 and held it in 24 quarters. The position peaked at $498K in Q1 2022. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Fulcrum Equity Management reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 6,504 Dominion Energy shares in Q4 2024, an estimated $376K.
  • Fulcrum Equity Management first reported a position in Dominion Energy in Q4 2018 and held it in 24 quarters.
  • Fulcrum Equity Management's Dominion Energy position peaked at $498K in Q1 2022.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Fulcrum Equity Management's 13F filing for Q4 2024, filed 24 Mar 2025.