KFS
D icon

Kelly Financial Services’s Dominion Energy D Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-236
Closed -$11.6K – 245
2024
Q2 		$11.6K Buy
236
+3
+1% +$153 ﹤0.01% 409
2024
Q1 		$11.5K Buy
233
+3
+1% +$140 ﹤0.01% 413
2023
Q4 		$10.8K Buy
230
+3
+1% +$134 ﹤0.01% 387
2023
Q3 		$10.1K Buy
227
+3
+1% +$149 ﹤0.01% 367
2023
Q2 		$11.6K Buy
224
+2
+0.9% +$109 0.01% 344
2023
Q1 		$12.4K Buy
222
+3
+1% +$176 0.01% 326
2022
Q4 		$13.4K Buy
219
+2
+0.9% +$126 0.01% 301
2022
Q3 		$15K Buy
217
+2
+0.9% +$161 0.01% 285
2022
Q2 		$17.2K Buy
215
+2
+0.9% +$165 0.01% 270
2022
Q1 		$18.1K Buy
213
+1
+0.5% +$80 0.01% 279
2021
Q4 		$16.6K Buy
212
+2
+1% +$150 0.01% 280
2021
Q3 		$15.3K Sell
210
-15,125
-99% -$1.15M 0.01% 283
2021
Q2 		$208K Buy
15,335
+15,128
+7,308% +$1.17M 0.01% 292
2021
Q1 		$15.7K Buy
207
+2
+1% +$145 0.01% 248
2020
Q4 		$15.4K Buy
205
+1
+0.5% +$79 0.01% 219
2020
Q3 		$16.1K Buy
204
+3
+1% +$236 0.01% 202
2020
Q2 		$16.4K Buy
201
+2
+1% +$160 0.01% 189
2020
Q1 		$14.4K Buy
199
+2
+1% +$163 0.02% 176
2019
Q4 		$16.3K Buy
197
+2
+1% +$163 0.01% 186
2019
Q3 		$15.8K Buy
195
+2
+1% +$155 0.01% 176
2019
Q2 		$14.9K Buy
193
+2
+1% +$152 0.01% 181
2019
Q1 		$14.6K Buy
+191
New +$13.9K 0.02% 180

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

Kelly Financial Services's D Position: Q3 2024 in Review

Kelly Financial Services sold out of Dominion Energy (D) in Q3 2024, closing a stake of 236 shares — an estimated $11.6K sold.

Kelly Financial Services first reported a position in D in Q1 2019 and held it in 22 quarters. The position peaked at $208K in Q2 2021. 1,349 funds tracked by Wall St. Rank hold D as of Q3 2024.

  • Kelly Financial Services reported no remaining Dominion Energy position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 236 Dominion Energy shares in Q3 2024, an estimated $11.6K.
  • Kelly Financial Services first reported a position in Dominion Energy in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Dominion Energy position peaked at $208K in Q2 2021.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.