HTIM
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Harbour Trust & Investment Management’s Dominion Energy D Stock Holding History

Harbour Trust & 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
-3,874
Closed -$224K – 159
2024
Q3 		$224K Sell
3,874
-722
-16% -$39.4K 0.03% 150
2024
Q2 		$225K Sell
4,596
-2,565
-36% -$131K 0.03% 149
2024
Q1 		$352K Sell
7,161
-1,700
-19% -$79.4K 0.04% 137
2023
Q4 		$416K Buy
+8,861
New +$396K 0.06% 124

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

Harbour Trust & Investment Management's D Position: Q4 2024 in Review

Harbour Trust & Investment Management sold out of Dominion Energy (D) in Q4 2024, closing a stake of 3,874 shares — an estimated $224K sold.

Harbour Trust & Investment Management first reported a position in D in Q4 2023 and held it in 4 quarters. The position peaked at $416K in Q4 2023. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Harbour Trust & Investment Management reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Harbour Trust & Investment Management sold 3,874 Dominion Energy shares in Q4 2024, an estimated $224K.
  • Harbour Trust & Investment Management first reported a position in Dominion Energy in Q4 2023 and held it in 4 quarters.
  • Harbour Trust & Investment Management's Dominion Energy position peaked at $416K in Q4 2023.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Harbour Trust & Investment Management's 13F filing for Q4 2024, filed 29 Jan 2025.