New Potomac Partners’s Dominion Energy D Stock Holding History

New Potomac Partners’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	$17.3K	Buy	+300	New	+$16.4K	0.01%	140
2020 Q4	–	Sell	-775	Closed	-$61K	–	76
2020 Q3	$61K	Hold	775	–	–	0.05%	86
2020 Q2	$63K	Hold	775	–	–	0.06%	86
2020 Q1	$56K	Sell	775 -840	-52%	-$68.6K	0.06%	86
2019 Q4	$134K	Sell	1,615 -60	-4%	-$4.9K	0.12%	72
2019 Q3	$136K	Sell	1,675 -425	-20%	-$32.9K	0.14%	72
2019 Q2	$162K	Hold	2,100	–	–	0.16%	68
2019 Q1	$161K	Hold	2,100	–	–	0.16%	70
2018 Q4	$150K	Hold	2,100	–	–	0.16%	68
2018 Q3	$148K	Sell	2,100 -2,595	-55%	-$184K	0.14%	67
2018 Q2	$320K	Sell	4,695 -4,064	-46%	-$265K	0.31%	56
2018 Q1	$591K	Sell	8,759 -35	-0.4%	-$2.58K	0.58%	48
2017 Q4	$713K	Buy	+8,794	New	+$712K	0.68%	49

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

New Potomac Partners's D Position: Q3 2024 in Review

New Potomac Partners opened a new position in Dominion Energy (D) in Q3 2024: 300 shares worth $17.3K. The stake represents 0.01% of the portfolio and ranks #140 among its holdings. This is a return to the name: New Potomac Partners previously reported a position in D as recently as Q3 2020.

New Potomac Partners first reported a position in D in Q4 2017 and has held it in 13 quarters since. The position peaked at $713K in Q4 2017. 1,351 funds tracked by Wall St. Rank hold D as of Q3 2024.

New Potomac Partners held 300 shares of Dominion Energy worth $17.3K as of Q3 2024.
Dominion Energy was a new New Potomac Partners position in Q3 2024.
Dominion Energy made up 0.01% of New Potomac Partners's portfolio in Q3 2024, its #140 holding.
New Potomac Partners first reported a position in Dominion Energy in Q4 2017 and has held it in 13 quarters since.
New Potomac Partners's Dominion Energy position peaked at $713K in Q4 2017.
1,351 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.