OWA
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Opal Wealth Advisors’s Dominion Energy D Stock Holding History

Opal Wealth Advisors’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
-723
Closed -$35.4K – 420
2024
Q2 		$35.4K Buy
+723
New +$36.8K 0.01% 400

Other funds holding D

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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

Opal Wealth Advisors's D Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Dominion Energy (D) in Q3 2024, closing a stake of 723 shares — an estimated $35.4K sold.

Opal Wealth Advisors first reported a position in D in Q2 2024 and held it in 1 quarter. The position peaked at $35.4K in Q2 2024. 1,349 funds tracked by Wall St. Rank hold D as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Dominion Energy position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 723 Dominion Energy shares in Q3 2024, an estimated $35.4K.
  • Opal Wealth Advisors first reported a position in Dominion Energy in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Dominion Energy position peaked at $35.4K in Q2 2024.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.