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Pinion Investment Advisors’s Dominion Energy D Stock Holding History

Pinion Investment 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
-4,321
Closed -$212K – 156
2024
Q2 		$212K Sell
4,321
-182
-4% -$9.27K 0.11% 138
2024
Q1 		$222K Sell
4,503
-740
-14% -$34.6K 0.12% 139
2023
Q4 		$246K Sell
5,243
-7,114
-58% -$318K 0.15% 130
2023
Q3 		$552K Buy
12,357
+599
+5% +$29.7K 0.36% 66
2023
Q2 		$609K Buy
11,758
+938
+9% +$51K 0.41% 56
2023
Q1 		$605K Buy
10,820
+813
+8% +$47.6K 0.57% 47
2022
Q4 		$614K Buy
10,007
+852
+9% +$53.5K 0.58% 46
2022
Q3 		$633K Buy
9,155
+561
+7% +$45.3K 0.55% 41
2022
Q2 		$686K Buy
8,594
+3,645
+74% +$301K 0.57% 47
2022
Q1 		$421K Hold
4,949
– – 0.29% 109
2021
Q4 		$389K Sell
4,949
-115
-2% -$8.65K 0.26% 114
2021
Q3 		$370K Buy
5,064
+50
+1% +$3.81K 0.3% 107
2021
Q2 		$369K Buy
5,014
+22
+0.4% +$1.7K 0.3% 110
2021
Q1 		$379K Buy
4,992
+147
+3% +$10.7K 0.35% 106
2020
Q4 		$364K Buy
4,845
+75
+2% +$5.96K 0.38% 88
2020
Q3 		$387K Hold
4,770
– – 0.58% 71
2020
Q2 		$387K Sell
4,770
-537
-10% -$43.1K 0.58% 71
2020
Q1 		$383K Buy
5,307
+762
+17% +$62.2K 0.82% 57
2019
Q4 		$376K Sell
4,545
-30
-0.7% -$2.45K 0.7% 68
2019
Q3 		$371K Buy
4,575
+40
+0.9% +$3.09K 0.76% 64
2019
Q2 		$351K Sell
4,535
-275
-6% -$21K 0.75% 67
2019
Q1 		$369K Buy
4,810
+160
+3% +$11.7K 0.65% 83
2018
Q4 		$332K Sell
4,650
-720
-13% -$52.6K 0.7% 67
2018
Q3 		$377K Sell
5,370
-110
-2% -$7.79K 0.72% 64
2018
Q2 		$374K Buy
5,480
+450
+9% +$29.3K 0.72% 62
2018
Q1 		$339K Buy
+5,030
New +$371K 0.73% 63

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

Pinion Investment Advisors's D Position: Q3 2024 in Review

Pinion Investment Advisors sold out of Dominion Energy (D) in Q3 2024, closing a stake of 4,321 shares — an estimated $212K sold.

Pinion Investment Advisors first reported a position in D in Q1 2018 and held it in 26 quarters. The position peaked at $686K in Q2 2022. 1,349 funds tracked by Wall St. Rank hold D as of Q3 2024.

  • Pinion Investment Advisors reported no remaining Dominion Energy position as of Q3 2024 after selling out during the quarter.
  • Pinion Investment Advisors sold 4,321 Dominion Energy shares in Q3 2024, an estimated $212K.
  • Pinion Investment Advisors first reported a position in Dominion Energy in Q1 2018 and held it in 26 quarters.
  • Pinion Investment Advisors's Dominion Energy position peaked at $686K in Q2 2022.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2024.

Based on Pinion Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.