HBC Financial Services’s Dominion Energy D Stock Holding History

HBC Financial Services’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	$10K	Hold	200	–	–	0.01%	117
2024 Q3	$11K	Hold	200	–	–	0.01%	115
2024 Q2	$10K	Hold	200	–	–	0.01%	112
2024 Q1	$10K	Hold	200	–	–	0.01%	107
2023 Q4	$9K	Hold	200	–	–	0.01%	114
2023 Q3	$8K	Hold	200	–	–	0.01%	118
2023 Q2	$10K	Hold	200	–	–	0.01%	107
2023 Q1	$11K	Hold	200	–	–	0.01%	129
2022 Q4	$12K	Buy	200 +190	+1,900%	+$11.9K	0.01%	106
2022 Q3	$0	Hold	10	–	–	﹤0.01%	170
2022 Q2	$0	Hold	10	–	–	﹤0.01%	173
2022 Q1	$0	Hold	10	–	–	﹤0.01%	166
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	161
2021 Q3	$2K	Hold	10	–	–	﹤0.01%	142
2021 Q2	$2K	Sell	10 -790	-99%	-$61K	﹤0.01%	152
2021 Q1	$62.6K	Buy	800 +400	+100%	+$29.1K	0.04%	53
2020 Q4	$29K	Sell	400 -7	-2%	-$556	0.02%	84
2020 Q3	$34K	Buy	407 +397	+3,970%	+$31.2K	0.03%	79
2020 Q2	$2K	Hold	10	–	–	﹤0.01%	145
2020 Q1	$0	Sell	10 -390	-98%	-$31.8K	﹤0.01%	152
2019 Q4	$33K	Buy	+400	New	+$32.7K	0.03%	88

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T 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 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