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Lake Street Advisors Group’s Dominion Energy D Stock Holding History

Lake Street Advisors Group’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 		$316K Buy
5,865
+404
+7% +$23K 0.01% 434
2024
Q3 		$316K Sell
5,461
-2
-0% -$109 0.01% 432
2024
Q2 		$268K Sell
5,463
-198
-3% -$10.1K 0.01% 472
2024
Q1 		$278K Buy
5,661
+704
+14% +$32.9K 0.01% 477
2023
Q4 		$233K Buy
+4,957
New +$221K 0.01% 510
2021
Q3 		– Sell
-4,254
Closed -$329K – 274
2021
Q2 		$329K Buy
4,254
+140
+3% +$10.8K 0.02% 229
2021
Q1 		$313K Sell
4,114
-26
-0.6% -$1.89K 0.03% 227
2020
Q4 		$311K Sell
4,140
-696
-14% -$55.3K 0.03% 218
2020
Q3 		$382K Sell
4,836
-873
-15% -$68.6K 0.04% 169
2020
Q2 		$463K Sell
5,709
-72
-1% -$5.78K 0.05% 143
2020
Q1 		$417K Buy
5,781
+1,862
+48% +$152K 0.05% 128
2019
Q4 		$325K Buy
3,919
+250
+7% +$20.4K 0.03% 176
2019
Q3 		$271K Buy
3,669
+294
+9% +$22.7K 0.03% 168
2019
Q2 		$261K Buy
3,375
+141
+4% +$10.7K 0.03% 168
2019
Q1 		$248K Buy
+3,234
New +$236K 0.03% 179
2018
Q3 		– Sell
-8,447
Closed -$576K – 241
2018
Q2 		$576K Buy
+8,447
New +$550K 0.06% 136
2018
Q1 		– Sell
-4,633
Closed -$376K – 324
2017
Q4 		$376K Buy
+4,633
New +$375K 0.04% 174

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 $315B AUM 27.84% 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

Lake Street Advisors Group's D Position: Q4 2024 in Review

Lake Street Advisors Group increased its Dominion Energy (D) stake by 7.4% in Q4 2024, buying an estimated $23K and bringing the position to 5,865 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #434.

Lake Street Advisors Group first reported a position in D in Q4 2017 and has held it in 17 quarters since. The position peaked at $576K in Q2 2018. 1,372 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Lake Street Advisors Group held 5,865 shares of Dominion Energy worth $316K as of Q4 2024.
  • Lake Street Advisors Group bought 404 Dominion Energy shares in Q4 2024, an estimated $23K.
  • Dominion Energy made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #434 holding.
  • Lake Street Advisors Group first reported a position in Dominion Energy in Q4 2017 and has held it in 17 quarters since.
  • Lake Street Advisors Group's Dominion Energy position peaked at $576K in Q2 2018.
  • 1,372 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.