GI
D icon

Gradient Investments’s Dominion Energy D Stock Holding History

Gradient Investments’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
-3,915
Closed -$192K – 523
2024
Q2 		$192K Buy
3,915
+2,737
+232% +$139K ﹤0.01% 328
2024
Q1 		$57.9K Sell
1,178
-1,201
-50% -$56.1K ﹤0.01% 416
2023
Q4 		$112K Buy
2,379
+1,000
+73% +$44.6K ﹤0.01% 411
2023
Q3 		$61.6K Sell
1,379
-98
-7% -$4.87K ﹤0.01% 463
2023
Q2 		$76.5K Sell
1,477
-278
-16% -$15.1K ﹤0.01% 441
2023
Q1 		$98.1K Sell
1,755
-78
-4% -$4.57K ﹤0.01% 378
2022
Q4 		$112K Buy
1,833
+3
+0.2% +$188 ﹤0.01% 372
2022
Q3 		$126K Sell
1,830
-178
-9% -$14.4K ﹤0.01% 329
2022
Q2 		$160K Sell
2,008
-25
-1% -$2.06K ﹤0.01% 317
2022
Q1 		$173K Buy
2,033
+96
+5% +$7.71K ﹤0.01% 303
2021
Q4 		$152K Buy
1,937
+487
+34% +$36.6K ﹤0.01% 306
2021
Q3 		$106K Sell
1,450
-448
-24% -$34.2K ﹤0.01% 357
2021
Q2 		$140K Sell
1,898
-3,090
-62% -$238K ﹤0.01% 325
2021
Q1 		$379K Buy
4,988
+600
+14% +$43.6K 0.01% 244
2020
Q4 		$346K Hold
4,388
– – 0.01% 221
2020
Q3 		$346K Sell
4,388
-15
-0.3% -$1.18K 0.01% 221
2020
Q2 		$357K Hold
4,403
– – 0.02% 212
2020
Q1 		$318K Sell
4,403
-22,939
-84% -$1.87M 0.02% 210
2019
Q4 		$2.26M Buy
27,342
+1,440
+6% +$118K 0.1% 125
2019
Q3 		$2.1M Buy
25,902
+8,573
+49% +$663K 0.1% 126
2019
Q2 		$1.34M Buy
17,329
+12,664
+271% +$965K 0.07% 163
2019
Q1 		$358K Buy
4,665
+3,575
+328% +$261K 0.02% 201
2018
Q4 		$78K Buy
1,090
+49
+5% +$3.58K ﹤0.01% 287
2018
Q3 		$73K Sell
1,041
-58
-5% -$4.11K ﹤0.01% 321
2018
Q2 		$75K Sell
1,099
-86
-7% -$5.6K ﹤0.01% 294
2018
Q1 		$80K Buy
1,185
+344
+41% +$25.4K ﹤0.01% 290
2017
Q4 		$68K Buy
+841
New +$68.1K ﹤0.01% 314
2017
Q3 		– Sell
-950
Closed -$73K – 328
2017
Q2 		$73K Sell
950
-72
-7% -$5.66K 0.01% 281
2017
Q1 		$79K Buy
1,022
+90
+10% +$6.81K 0.01% 278
2016
Q4 		$71K Sell
932
-800
-46% -$59K 0.01% 239
2016
Q3 		$129K Hold
1,732
– – 0.01% 199
2016
Q2 		$135K Sell
1,732
-392
-18% -$28.4K 0.01% 202
2016
Q1 		$160K Buy
2,124
+843
+66% +$59.6K 0.02% 183
2015
Q4 		$87K Hold
1,281
– – 0.01% 212
2015
Q3 		$90K Hold
1,281
– – 0.01% 198
2015
Q2 		$86K Hold
1,281
– – 0.01% 207
2015
Q1 		$91K Hold
1,281
– – 0.01% 198
2014
Q4 		$99K Buy
1,281
+488
+62% +$35.3K 0.02% 191
2014
Q3 		$55K Buy
793
+312
+65% +$21.5K 0.01% 201
2014
Q2 		$34K Buy
481
+56
+13% +$3.93K 0.01% 244
2014
Q1 		$30K Buy
+425
New +$29K 0.01% 237

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

Gradient Investments's D Position: Q3 2024 in Review

Gradient Investments sold out of Dominion Energy (D) in Q3 2024, closing a stake of 3,915 shares — an estimated $192K sold.

Gradient Investments first reported a position in D in Q1 2014 and held it in 41 quarters. The position peaked at $2.26M in Q4 2019. 1,349 funds tracked by Wall St. Rank hold D as of Q3 2024.

  • Gradient Investments reported no remaining Dominion Energy position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 3,915 Dominion Energy shares in Q3 2024, an estimated $192K.
  • Gradient Investments first reported a position in Dominion Energy in Q1 2014 and held it in 41 quarters.
  • Gradient Investments's Dominion Energy position peaked at $2.26M in Q4 2019.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.