Householder Group Estate & Retirement Specialist’s Dominion Energy D Stock Holding History

Householder Group Estate & Retirement Specialist’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	$12K	Sell	232 -429	-65%	-$24.5K	0.01%	344
2024 Q3	$38K	Buy	661 +8	+1%	+$437	0.01%	536
2024 Q2	$32K	Sell	653 -100	-13%	-$5.09K	0.01%	565
2024 Q1	$37.1K	Buy	753 +10	+1%	+$467	0.01%	537
2023 Q4	$34K	Sell	743 -302	-29%	-$13.5K	0.01%	537
2023 Q3	$46.7K	Buy	+1,045	New	+$51.9K	0.02%	457
2023 Q1	$67K	Sell	1,204 -282	-19%	-$16.5K	0.03%	381
2022 Q4	$91K	Buy	1,486 +35	+2%	+$2.2K	0.14%	79
2022 Q3	$100K	Buy	+1,451	New	+$117K	0.04%	272

Other funds holding D

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's D Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Dominion Energy (D) stake by 65% in Q4 2024, selling an estimated $24.5K and leaving 232 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #344.

Householder Group Estate & Retirement Specialist first reported a position in D in Q3 2022 and has held it in 9 quarters since. The position peaked at $100K in Q3 2022. 1,372 funds tracked by Wall St. Rank hold D as of Q4 2024.

Householder Group Estate & Retirement Specialist held 232 shares of Dominion Energy worth $12K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 429 Dominion Energy shares in Q4 2024, an estimated $24.5K.
Dominion Energy made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #344 holding.
Householder Group Estate & Retirement Specialist first reported a position in Dominion Energy in Q3 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's Dominion Energy position peaked at $100K in Q3 2022.
1,372 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.