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Lantz Financial’s Dominion Energy D Stock Holding History

Lantz Financial’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
-4,588
Closed -$225K – 234
2024
Q2 		$225K Sell
4,588
-1,235
-21% -$62.9K 0.07% 194
2024
Q1 		$286K Buy
5,823
+222
+4% +$10.4K 0.09% 172
2023
Q4 		$263K Sell
5,601
-207
-4% -$9.24K 0.1% 170
2023
Q3 		$259K Buy
5,808
+704
+14% +$35K 0.1% 158
2023
Q2 		$264K Buy
5,104
+355
+7% +$19.3K 0.1% 160
2023
Q1 		$266K Buy
4,749
+204
+4% +$11.9K 0.11% 148
2022
Q4 		$279K Buy
4,545
+103
+2% +$6.47K 0.13% 135
2022
Q3 		$307K Buy
4,442
+458
+11% +$37K 0.16% 126
2022
Q2 		$318K Buy
3,984
+163
+4% +$13.5K 0.14% 126
2022
Q1 		$325K Buy
3,821
+813
+27% +$65.3K 0.13% 128
2021
Q4 		$236K Buy
+3,008
New +$226K 0.11% 139

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

Lantz Financial's D Position: Q3 2024 in Review

Lantz Financial sold out of Dominion Energy (D) in Q3 2024, closing a stake of 4,588 shares — an estimated $225K sold.

Lantz Financial first reported a position in D in Q4 2021 and held it in 11 quarters. The position peaked at $325K in Q1 2022. 1,349 funds tracked by Wall St. Rank hold D as of Q3 2024.

  • Lantz Financial reported no remaining Dominion Energy position as of Q3 2024 after selling out during the quarter.
  • Lantz Financial sold 4,588 Dominion Energy shares in Q3 2024, an estimated $225K.
  • Lantz Financial first reported a position in Dominion Energy in Q4 2021 and held it in 11 quarters.
  • Lantz Financial's Dominion Energy position peaked at $325K in Q1 2022.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2024.

Based on Lantz Financial's 13F filing for Q3 2024, filed 15 Oct 2024.