NICM
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Neo Ivy Capital Management’s Dominion Energy D Stock Holding History

Neo Ivy Capital 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
-19,790
Closed -$1.14M – 301
2024
Q3 		$1.14M Buy
+19,790
New +$1.08M 0.37% 110
2023
Q4 		$80K Buy
+1,706
New +$76.2K 0.18% 141
2022
Q4 		$318K Buy
+5,190
New +$326K 0.22% 192
2022
Q1 		– Sell
-8,136
Closed -$639K – 507
2021
Q4 		$639K Buy
+8,136
New +$612K 0.92% 3
2020
Q4 		– Sell
-3,107
Closed -$245K – 449
2020
Q3 		$245K Buy
+3,107
New +$244K 0.25% 156
2020
Q2 		– Sell
-1,662
Closed -$120K – 487
2020
Q1 		$120K Buy
+1,662
New +$136K 0.2% 198

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

Neo Ivy Capital Management's D Position: Q4 2024 in Review

Neo Ivy Capital Management sold out of Dominion Energy (D) in Q4 2024, closing a stake of 19,790 shares — an estimated $1.14M sold.

Neo Ivy Capital Management first reported a position in D in Q1 2020 and held it in 6 quarters. The position peaked at $1.14M in Q3 2024. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Neo Ivy Capital Management reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Neo Ivy Capital Management sold 19,790 Dominion Energy shares in Q4 2024, an estimated $1.14M.
  • Neo Ivy Capital Management first reported a position in Dominion Energy in Q1 2020 and held it in 6 quarters.
  • Neo Ivy Capital Management's Dominion Energy position peaked at $1.14M in Q3 2024.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Neo Ivy Capital Management's 13F filing for Q4 2024, filed 18 Feb 2025.