RE Dickinson Investment Advisors’s Dominion Energy D Stock Holding History

RE Dickinson 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 Q4	$10.8K	Hold	200	–	–	0.01%	160
2024 Q3	$11.6K	Hold	200	–	–	0.01%	154
2024 Q2	$9.8K	Hold	200	–	–	0.01%	160
2024 Q1	$10K	Hold	200	–	–	0.01%	156
2023 Q4	$9K	Hold	200	–	–	0.01%	165
2023 Q3	$9K	Hold	200	–	–	0.01%	176
2023 Q2	$10K	Hold	200	–	–	﹤0.01%	255
2023 Q1	$11K	Hold	200	–	–	﹤0.01%	263
2022 Q4	$12K	Hold	200	–	–	0.01%	241
2022 Q3	$14K	Hold	200	–	–	0.01%	134
2022 Q2	$16K	Hold	200	–	–	﹤0.01%	142
2022 Q1	$17K	Hold	200	–	–	0.01%	157
2021 Q4	$16K	Buy	+200	New	+$15K	0.01%	153

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 $3.38T AUM 44.17% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

RE Dickinson Investment Advisors's D Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Dominion Energy (D) position steady in Q4 2024 at 200 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #160.

RE Dickinson Investment Advisors first reported a position in D in Q4 2021 and has held it in 13 quarters since. The position peaked at $17K in Q1 2022. 1,374 funds tracked by Wall St. Rank hold D as of Q4 2024.

RE Dickinson Investment Advisors held 200 shares of Dominion Energy worth $10.8K as of Q4 2024.
RE Dickinson Investment Advisors left its Dominion Energy share count unchanged in Q4 2024.
Dominion Energy made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #160 holding.
RE Dickinson Investment Advisors first reported a position in Dominion Energy in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's Dominion Energy position peaked at $17K in Q1 2022.
1,374 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.