PrairieView Partners’s Dominion Energy D Stock Holding History

PrairieView 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 Q4	–	Sell	-24	Closed	-$1K	–	364
2024 Q3	$1K	Hold	24	–	–	﹤0.01%	337
2024 Q2	$1K	Hold	24	–	–	﹤0.01%	352
2024 Q1	$2K	Hold	24	–	–	﹤0.01%	335
2023 Q4	$1K	Hold	24	–	–	﹤0.01%	343
2023 Q3	$1K	Hold	24	–	–	﹤0.01%	360
2023 Q2	$1K	Hold	24	–	–	﹤0.01%	412
2023 Q1	$1K	Hold	24	–	–	﹤0.01%	393
2022 Q4	$1K	Sell	24 -112	-82%	-$7.03K	﹤0.01%	432
2022 Q3	$9K	Buy	136 +112	+467%	+$9.04K	﹤0.01%	309
2022 Q2	$2K	Sell	24 -250	-91%	-$20.6K	﹤0.01%	409
2022 Q1	$23K	Hold	274	–	–	﹤0.01%	264
2021 Q4	$22K	Hold	274	–	–	﹤0.01%	279
2021 Q3	$20K	Hold	274	–	–	﹤0.01%	230
2021 Q2	$20K	Hold	274	–	–	﹤0.01%	223
2021 Q1	$21K	Hold	274	–	–	﹤0.01%	219
2020 Q4	$21K	Hold	274	–	–	﹤0.01%	202
2020 Q3	$22K	Hold	274	–	–	﹤0.01%	190
2020 Q2	$22K	Hold	274	–	–	﹤0.01%	188
2020 Q1	$20K	Buy	+274	New	+$22.4K	0.01%	182

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PrairieView Partners's D Position: Q4 2024 in Review

PrairieView Partners sold out of Dominion Energy (D) in Q4 2024, closing a stake of 24 shares — an estimated $1K sold.

PrairieView Partners first reported a position in D in Q1 2020 and held it in 19 quarters. The position peaked at $23K in Q1 2022. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

PrairieView Partners reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
PrairieView Partners sold 24 Dominion Energy shares in Q4 2024, an estimated $1K.
PrairieView Partners first reported a position in Dominion Energy in Q1 2020 and held it in 19 quarters.
PrairieView Partners's Dominion Energy position peaked at $23K in Q1 2022.
1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on PrairieView Partners's 13F filing for Q4 2024, filed 29 Jan 2025.