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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HBC Financial Services's D Position: Q4 2024 in Review

HBC Financial Services held its Dominion Energy (D) position steady in Q4 2024 at 200 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #117.

HBC Financial Services first reported a position in D in Q4 2019 and has held it in 21 quarters since. The position peaked at $62.6K in Q1 2021. 1,373 funds tracked by Wall St. Rank hold D as of Q4 2024.

HBC Financial Services held 200 shares of Dominion Energy worth $10K as of Q4 2024.
HBC Financial Services left its Dominion Energy share count unchanged in Q4 2024.
Dominion Energy made up 0.01% of HBC Financial Services's portfolio in Q4 2024, its #117 holding.
HBC Financial Services first reported a position in Dominion Energy in Q4 2019 and has held it in 21 quarters since.
HBC Financial Services's Dominion Energy position peaked at $62.6K in Q1 2021.
1,373 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.