RWM
D icon

Reston Wealth Management’s Dominion Energy D Stock Holding History

Reston Wealth Management’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
-622
Closed -$35.9K – 150
2024
Q3 		$35.9K Buy
+622
New +$34K 0.01% 152
2019
Q4 		– Sell
-2,555
Closed -$207K – 45
2019
Q3 		$207K Sell
2,555
-37
-1% -$2.86K 0.19% 44
2019
Q2 		$200K Buy
+2,592
New +$198K 0.16% 52

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Reston Wealth Management's D Position: Q4 2024 in Review

Reston Wealth Management sold out of Dominion Energy (D) in Q4 2024, closing a stake of 622 shares — an estimated $35.9K sold.

Reston Wealth Management first reported a position in D in Q2 2019 and held it in 3 quarters. The position peaked at $207K in Q3 2019. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Reston Wealth Management reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 622 Dominion Energy shares in Q4 2024, an estimated $35.9K.
  • Reston Wealth Management first reported a position in Dominion Energy in Q2 2019 and held it in 3 quarters.
  • Reston Wealth Management's Dominion Energy position peaked at $207K in Q3 2019.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.