KCM Investment Advisors’s Dominion Energy D Stock Holding History

KCM Investment Advisors’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 Q1	–	Sell	-7,574	Closed	-$356K	–	379
2023 Q4	$356K	Sell	7,574 -2,405	-24%	-$107K	0.01%	291
2023 Q3	$446K	Sell	9,979 -7,787	-44%	-$387K	0.02%	262
2023 Q2	$920K	Sell	17,766 -3,995	-18%	-$217K	0.04%	215
2023 Q1	$1.22M	Sell	21,761 -1,821	-8%	-$107K	0.05%	196
2022 Q4	$1.45M	Sell	23,582 -651	-3%	-$40.9K	0.06%	181
2022 Q3	$1.68M	Sell	24,233 -215	-0.9%	-$17.4K	0.08%	163
2022 Q2	$1.95M	Sell	24,448 -1,087	-4%	-$89.8K	0.09%	158
2022 Q1	$2.17M	Sell	25,535 -2,939	-10%	-$236K	0.08%	161
2021 Q4	$2.24M	Sell	28,474 -16,910	-37%	-$1.27M	0.08%	161
2021 Q3	$3.31M	Sell	45,384 -12,830	-22%	-$978K	0.13%	121
2021 Q2	$4.28M	Sell	58,214 -4,128	-7%	-$319K	0.17%	106
2021 Q1	$4.74M	Buy	62,342 +1,921	+3%	+$140K	0.21%	99
2020 Q4	$4.54M	Buy	60,421 +40,495	+203%	+$3.22M	0.22%	93
2020 Q3	$1.57M	Buy	19,926 +15,464	+347%	+$1.21M	0.09%	142
2020 Q2	$362K	Sell	4,462 -159	-3%	-$12.8K	0.02%	257
2020 Q1	$334K	Buy	4,621 +5	+0.1%	+$408	0.02%	256
2019 Q4	$382K	Sell	4,616 -267	-5%	-$21.8K	0.02%	264
2019 Q3	$396K	Hold	4,883	–	–	0.02%	257
2019 Q2	$378K	Sell	4,883 -324	-6%	-$24.7K	0.02%	256
2019 Q1	$399K	Buy	5,207 +434	+9%	+$31.7K	0.03%	250
2018 Q4	$341K	Sell	4,773 -2,130	-31%	-$156K	0.02%	388
2018 Q3	$485K	Sell	6,903 -365	-5%	-$25.8K	0.03%	359
2018 Q2	$496K	Sell	7,268 -2,677	-27%	-$174K	0.03%	350
2018 Q1	$671K	Buy	9,945 +1,897	+24%	+$140K	0.04%	314
2017 Q4	$652K	Sell	8,048 -345	-4%	-$27.9K	0.04%	320
2017 Q3	$646K	Sell	8,393 -440	-5%	-$34.2K	0.04%	309
2017 Q2	$677K	Hold	8,833	–	–	0.04%	308
2017 Q1	$685K	Buy	8,833 +32	+0.4%	+$2.42K	0.04%	310
2016 Q4	$674K	Hold	8,801	–	–	0.05%	310
2016 Q3	$654K	Buy	8,801 +134	+2%	+$10.2K	0.04%	312
2016 Q2	$675K	Buy	8,667 +965	+13%	+$70K	0.05%	299
2016 Q1	$579K	Sell	7,702 -36	-0.5%	-$2.55K	0.04%	319
2015 Q4	$523K	Hold	7,738	–	–	0.04%	334
2015 Q3	$545K	Hold	7,738	–	–	0.05%	325
2015 Q2	$517K	Hold	7,738	–	–	0.04%	345
2015 Q1	$548K	Sell	7,738 -40	-0.5%	-$2.97K	0.04%	332
2014 Q4	$598K	Sell	7,778 -165	-2%	-$11.9K	0.05%	310
2014 Q3	$549K	Buy	7,943 +50	+0.6%	+$3.45K	0.05%	303
2014 Q2	$564K	Sell	7,893 -401	-5%	-$28.1K	0.05%	296
2014 Q1	$589K	Sell	8,294 -307	-4%	-$21K	0.06%	274
2013 Q4	$556K	Sell	8,601 -468	-5%	-$30.1K	0.06%	277
2013 Q3	$567K	Sell	9,069 -766	-8%	-$45.4K	0.07%	266
2013 Q2	$559K	Buy	+9,835	New	+$576K	0.07%	264

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

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

KCM Investment Advisors's D Position: Q1 2024 in Review

KCM Investment Advisors sold out of Dominion Energy (D) in Q1 2024, closing a stake of 7,574 shares — an estimated $356K sold.

KCM Investment Advisors first reported a position in D in Q2 2013 and held it in 43 quarters. The position peaked at $4.74M in Q1 2021. 1,223 funds tracked by Wall St. Rank hold D as of Q1 2024.

KCM Investment Advisors reported no remaining Dominion Energy position as of Q1 2024 after selling out during the quarter.
KCM Investment Advisors sold 7,574 Dominion Energy shares in Q1 2024, an estimated $356K.
KCM Investment Advisors first reported a position in Dominion Energy in Q2 2013 and held it in 43 quarters.
KCM Investment Advisors's Dominion Energy position peaked at $4.74M in Q1 2021.
1,223 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on KCM Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.