KMWM
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Keudell/Morrison Wealth Management’s Dominion Energy D Stock Holding History

Keudell/Morrison 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
-4,597
Closed -$266K – 226
2024
Q3 		$266K Sell
4,597
-3,202
-41% -$175K 0.07% 176
2024
Q2 		$382K Sell
7,799
-1,031
-12% -$52.5K 0.11% 137
2024
Q1 		$434K Buy
8,830
+1,014
+13% +$47.4K 0.13% 126
2023
Q4 		$367K Sell
7,816
-1,735
-18% -$77.4K 0.12% 130
2023
Q3 		$427K Sell
9,551
-1,183
-11% -$58.7K 0.13% 109
2023
Q2 		$556K Buy
10,734
+879
+9% +$47.8K 0.16% 96
2023
Q1 		$551K Buy
9,855
+930
+10% +$54.4K 0.16% 94
2022
Q4 		$547K Sell
8,925
-473
-5% -$29.7K 0.18% 92
2022
Q3 		$649K Buy
9,398
+744
+9% +$60.1K 0.24% 82
2022
Q2 		$691K Buy
8,654
+742
+9% +$61.3K 0.25% 81
2022
Q1 		$672K Buy
7,912
+572
+8% +$45.9K 0.28% 83
2021
Q4 		$577K Buy
7,340
+11
+0.2% +$828 0.23% 91
2021
Q3 		$535K Buy
7,329
+1,196
+20% +$91.2K 0.23% 96
2021
Q2 		$451K Buy
6,133
+40
+0.7% +$3.09K 0.25% 102
2021
Q1 		$463K Sell
6,093
-386
-6% -$28K 0.27% 101
2020
Q4 		$487K Sell
6,479
-814
-11% -$64.7K 0.31% 91
2020
Q3 		$576K Sell
7,293
-3,292
-31% -$259K 0.37% 74
2020
Q2 		$859K Sell
10,585
-55
-0.5% -$4.41K 0.71% 45
2020
Q1 		$768K Buy
10,640
+65
+0.6% +$5.31K 0.75% 47
2019
Q4 		$876K Buy
10,575
+81
+0.8% +$6.62K 0.61% 55
2019
Q3 		$850K Sell
10,494
-234
-2% -$18.1K 0.7% 49
2019
Q2 		$798K Buy
10,728
+695
+7% +$53K 0.7% 50
2019
Q1 		$769K Buy
+10,033
New +$733K 0.68% 51

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

Keudell/Morrison Wealth Management's D Position: Q4 2024 in Review

Keudell/Morrison Wealth Management sold out of Dominion Energy (D) in Q4 2024, closing a stake of 4,597 shares — an estimated $266K sold.

Keudell/Morrison Wealth Management first reported a position in D in Q1 2019 and held it in 23 quarters. The position peaked at $876K in Q4 2019. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Keudell/Morrison Wealth Management reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 4,597 Dominion Energy shares in Q4 2024, an estimated $266K.
  • Keudell/Morrison Wealth Management first reported a position in Dominion Energy in Q1 2019 and held it in 23 quarters.
  • Keudell/Morrison Wealth Management's Dominion Energy position peaked at $876K in Q4 2019.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Keudell/Morrison Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.