Peterson Financial Group’s Dominion Energy D Stock Holding History

Peterson Financial Group’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	$2.48K	Buy	+43	New	+$2.35K	0.01%	356

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

Peterson Financial Group's D Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Dominion Energy (D) in Q3 2024: 43 shares worth $2.48K. The stake represents 0.01% of the portfolio and ranks #356 among its holdings.

1,351 funds tracked by Wall St. Rank hold D as of Q3 2024.

Peterson Financial Group held 43 shares of Dominion Energy worth $2.48K as of Q3 2024.
Dominion Energy was a new Peterson Financial Group position in Q3 2024.
Dominion Energy made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #356 holding.
1,351 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.