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Paloma Partners’s Dominion Energy D Stock Holding History

Paloma 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
Q1 		– Sell
-49,800
Closed -$2.34M – 840
2023
Q4 		$2.34M Sell
49,800
-52,300
-51% -$2.33M 0.09% 249
2023
Q3 		$4.56M Buy
102,100
+14,300
+16% +$710K 0.16% 114
2023
Q2 		$4.55M Sell
87,800
-45,400
-34% -$2.47M 0.16% 114
2023
Q1 		$7.45M Buy
133,200
+44,500
+50% +$2.6M 0.26% 61
2022
Q4 		$5.44M Buy
+88,700
New +$5.57M 0.25% 58
2018
Q2 		– Sell
-19,400
Closed -$1.31M – 1726
2018
Q1 		$1.31M Buy
+19,400
New +$1.43M 0.02% 833

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
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

Paloma Partners's D Position: Q3 2024 in Review

Paloma Partners sold out of Dominion Energy (D) in Q3 2024, closing a stake of 6,180 shares — an estimated $303K sold.

Paloma Partners first reported a position in D in Q2 2013 and held it in 30 quarters. The position peaked at $9.61M in Q1 2018. 1,349 funds tracked by Wall St. Rank hold D as of Q3 2024.

  • Paloma Partners reported no remaining Dominion Energy position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 6,180 Dominion Energy shares in Q3 2024, an estimated $303K.
  • Paloma Partners first reported a position in Dominion Energy in Q2 2013 and held it in 30 quarters.
  • Paloma Partners's Dominion Energy position peaked at $9.61M in Q1 2018.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.