JPWM
D icon

Jamison Private Wealth Management’s Dominion Energy D Stock Holding History

Jamison Private 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
Q4 		– Sell
-2,287
Closed -$132K – 266
2024
Q3 		$132K Buy
2,287
+10
+0.4% +$546 0.02% 214
2024
Q2 		$112K Buy
2,277
+14
+0.6% +$713 0.02% 210
2024
Q1 		$111K Buy
2,263
+14
+0.6% +$654 0.02% 209
2023
Q4 		$106K Buy
2,249
+14
+0.6% +$625 0.02% 202
2023
Q3 		$99.8K Buy
+2,235
New +$111K 0.02% 200

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
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

Jamison Private Wealth Management's D Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Dominion Energy (D) in Q4 2024, closing a stake of 2,287 shares — an estimated $132K sold.

Jamison Private Wealth Management first reported a position in D in Q3 2023 and held it in 5 quarters. The position peaked at $132K in Q3 2024. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 2,287 Dominion Energy shares in Q4 2024, an estimated $132K.
  • Jamison Private Wealth Management first reported a position in Dominion Energy in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Dominion Energy position peaked at $132K in Q3 2024.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.