JWM
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Janiczek Wealth Management’s Dominion Energy D Stock Holding History

Janiczek 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 		$36K Hold
734
– – 0.01% 457
2024
Q1 		$36.1K Sell
734
-74
-9% -$3.46K 0.01% 463
2023
Q4 		$38K Buy
808
+804
+20,100% +$35.9K 0.01% 436
2023
Q3 		$179 Hold
4
– – ﹤0.01% 1031
2023
Q2 		$208 Hold
4
– – ﹤0.01% 956
2023
Q1 		$232 Sell
4
-69
-95% -$4.04K ﹤0.01% 959
2022
Q4 		$4.59K Sell
73
-78
-52% -$4.9K ﹤0.01% 663
2022
Q3 		$10K Sell
151
-22
-13% -$1.78K ﹤0.01% 543
2022
Q2 		$14K Sell
173
-48
-22% -$3.96K ﹤0.01% 516
2022
Q1 		$19K Hold
221
– – 0.01% 464
2021
Q4 		$17K Sell
221
-33
-13% -$2.48K 0.01% 497
2021
Q3 		$19K Sell
254
-19
-7% -$1.45K 0.01% 467
2021
Q2 		$20K Sell
273
-17
-6% -$1.31K 0.01% 425
2021
Q1 		$22K Buy
290
+111
+62% +$8.06K 0.01% 382
2020
Q4 		$13K Buy
179
+63
+54% +$5K 0.01% 417
2020
Q3 		$9K Buy
+116
New +$9.11K ﹤0.01% 250

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

Janiczek Wealth Management's D Position: Q2 2024 in Review

Janiczek Wealth Management held its Dominion Energy (D) position steady in Q2 2024 at 734 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #457.

Janiczek Wealth Management first reported a position in D in Q3 2020 and has held it in 16 quarters since. The position peaked at $38K in Q4 2023. 1,273 funds tracked by Wall St. Rank hold D as of Q2 2024.

  • Janiczek Wealth Management held 734 shares of Dominion Energy worth $36K as of Q2 2024.
  • Janiczek Wealth Management left its Dominion Energy share count unchanged in Q2 2024.
  • Dominion Energy made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #457 holding.
  • Janiczek Wealth Management first reported a position in Dominion Energy in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Dominion Energy position peaked at $38K in Q4 2023.
  • 1,273 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.