PCWA
D icon

Pacific Capital Wealth Advisors’s Dominion Energy D Stock Holding History

Pacific Capital 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
Q2 		– Sell
-97
Closed -$4.77K – 581
2024
Q1 		$4.77K Buy
+97
New +$4.53K ﹤0.01% 321

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pacific Capital Wealth Advisors's D Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Dominion Energy (D) in Q2 2024, closing a stake of 97 shares — an estimated $4.77K sold.

Pacific Capital Wealth Advisors first reported a position in D in Q1 2024 and held it in 1 quarter. The position peaked at $4.77K in Q1 2024. 1,273 funds tracked by Wall St. Rank hold D as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Dominion Energy position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 97 Dominion Energy shares in Q2 2024, an estimated $4.77K.
  • Pacific Capital Wealth Advisors first reported a position in Dominion Energy in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Dominion Energy position peaked at $4.77K in Q1 2024.
  • 1,273 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.