MLA
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MB, Levis & Associates’s Dominion Energy D Stock Holding History

MB, Levis & Associates’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
-135
Closed -$7.8K – 297
2024
Q3 		$7.8K Buy
135
+2
+2% +$109 ﹤0.01% 206
2024
Q2 		$6.54K Buy
133
+1
+0.8% +$51 ﹤0.01% 210
2024
Q1 		$6.48K Buy
132
+2
+2% +$93 ﹤0.01% 207
2023
Q4 		$6.11K Buy
130
+2
+2% +$89 ﹤0.01% 204
2023
Q3 		$5.72K Buy
128
+2
+2% +$99 ﹤0.01% 213
2023
Q2 		$6.54K Buy
126
+1
+0.8% +$54 ﹤0.01% 212
2023
Q1 		$6.97K Buy
125
+2
+2% +$117 ﹤0.01% 208
2022
Q4 		$7.56K Buy
+123
New +$7.72K 0.01% 195

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

MB, Levis & Associates's D Position: Q4 2024 in Review

MB, Levis & Associates sold out of Dominion Energy (D) in Q4 2024, closing a stake of 135 shares — an estimated $7.8K sold.

MB, Levis & Associates first reported a position in D in Q4 2022 and held it in 8 quarters. The position peaked at $7.8K in Q3 2024. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • MB, Levis & Associates reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • MB, Levis & Associates sold 135 Dominion Energy shares in Q4 2024, an estimated $7.8K.
  • MB, Levis & Associates first reported a position in Dominion Energy in Q4 2022 and held it in 8 quarters.
  • MB, Levis & Associates's Dominion Energy position peaked at $7.8K in Q3 2024.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on MB, Levis & Associates's 13F filing for Q4 2024, filed 7 May 2025.