IGWM
D icon

ICA Group Wealth Management’s Dominion Energy D Stock Holding History

ICA Group Wealth 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
Q2 		– Sell
-996
Closed -$49K – 887
2024
Q1 		$49K Buy
996
+101
+11% +$4.72K 0.01% 561
2023
Q4 		$42.1K Buy
+895
New +$40K 0.01% 553
2023
Q3 		– Sell
-977
Closed -$50.6K – 437
2023
Q2 		$50.6K Sell
977
-477
-33% -$25.9K 0.01% 491
2023
Q1 		$81.3K Sell
1,454
-60
-4% -$3.51K 0.02% 379
2022
Q4 		$92.8K Sell
1,514
-2,092
-58% -$131K 0.02% 380
2022
Q3 		$249K Buy
3,606
+530
+17% +$42.8K 0.05% 298
2022
Q2 		$263K Buy
3,076
+355
+13% +$29.3K 0.05% 306
2022
Q1 		$225K Buy
+2,721
New +$219K 0.04% 337

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ICA Group Wealth Management's D Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Dominion Energy (D) in Q2 2024, closing a stake of 996 shares — an estimated $49K sold.

ICA Group Wealth Management first reported a position in D in Q1 2022 and held it in 8 quarters. The position peaked at $263K in Q2 2022. 1,273 funds tracked by Wall St. Rank hold D as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Dominion Energy position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 996 Dominion Energy shares in Q2 2024, an estimated $49K.
  • ICA Group Wealth Management first reported a position in Dominion Energy in Q1 2022 and held it in 8 quarters.
  • ICA Group Wealth Management's Dominion Energy position peaked at $263K in Q2 2022.
  • 1,273 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.