Institutional & Family Asset Management’s Dominion Energy D Stock Holding History

Institutional & Family Asset 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	$93.1K	Sell	1,900 -100	-5%	-$5.09K	0.01%	194
2024 Q1	$98.4K	Buy	2,000 +100	+5%	+$4.67K	0.02%	187
2023 Q4	$89.3K	Hold	1,900	–	–	0.01%	199
2023 Q3	$84.9K	Hold	1,900	–	–	0.01%	187
2023 Q2	$98.4K	Hold	1,900	–	–	0.02%	185
2023 Q1	$106K	Hold	1,900	–	–	0.02%	173
2022 Q4	$116K	Hold	1,900	–	–	0.02%	160
2022 Q3	$131K	Buy	+1,900	New	+$153K	0.02%	154
2020 Q3	–	Sell	-109	Closed	-$9K	–	844
2020 Q2	$9K	Sell	109 -10	-8%	-$802	﹤0.01%	493
2020 Q1	$9K	Buy	119 +70	+143%	+$5.72K	﹤0.01%	463
2019 Q4	$4K	Hold	49	–	–	﹤0.01%	613
2019 Q3	$4K	Buy	+49	New	+$3.79K	﹤0.01%	588
2018 Q4	–	Sell	-7,118	Closed	-$500K	–	833
2018 Q3	$500K	Hold	7,118	–	–	0.1%	114
2018 Q2	$485K	Buy	+7,118	New	+$464K	0.1%	116
2018 Q1	–	Sell	-7,118	Closed	-$577K	–	844
2017 Q4	$577K	Hold	7,118	–	–	0.11%	106
2017 Q3	$548K	Sell	7,118 -100	-1%	-$7.78K	0.11%	120
2017 Q2	$553K	Buy	7,218 +100	+1%	+$7.86K	0.14%	85
2017 Q1	$552K	Hold	7,118	–	–	0.17%	87
2016 Q4	$545K	Hold	7,118	–	–	0.17%	93
2016 Q3	$529K	Hold	7,118	–	–	0.18%	90
2016 Q2	$555K	Hold	7,118	–	–	0.19%	87
2016 Q1	$481K	Hold	7,118	–	–	0.18%	90
2015 Q4	$481K	Buy	+7,118	New	+$492K	0.18%	90

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Institutional & Family Asset Management's D Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Dominion Energy (D) stake by 5% in Q2 2024, selling an estimated $5.09K and leaving 1,900 shares worth $93.1K. The position accounts for 0.01% of the portfolio, ranked #194.

Institutional & Family Asset Management first reported a position in D in Q4 2015 and has held it in 23 quarters since. The position peaked at $577K in Q4 2017. 1,273 funds tracked by Wall St. Rank hold D as of Q2 2024.

Institutional & Family Asset Management held 1,900 shares of Dominion Energy worth $93.1K as of Q2 2024.
Institutional & Family Asset Management sold 100 Dominion Energy shares in Q2 2024, an estimated $5.09K.
Dominion Energy made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #194 holding.
Institutional & Family Asset Management first reported a position in Dominion Energy in Q4 2015 and has held it in 23 quarters since.
Institutional & Family Asset Management's Dominion Energy position peaked at $577K in Q4 2017.
1,273 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.