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Ritter Daniher Financial Advisory’s Dominion Energy D Stock Holding History

Ritter Daniher Financial Advisory’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
-62
Closed -$3.58K – 315
2024
Q3 		$3.58K Hold
62
– – ﹤0.01% 268
2024
Q2 		$3.04K Hold
62
– – ﹤0.01% 273
2024
Q1 		$3.05K Hold
62
– – ﹤0.01% 268
2023
Q4 		$2.91K Hold
62
– – ﹤0.01% 293
2023
Q3 		$2.77K Hold
62
– – ﹤0.01% 296
2023
Q2 		$3.21K Buy
+62
New +$3.37K ﹤0.01% 271

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

Ritter Daniher Financial Advisory's D Position: Q4 2024 in Review

Ritter Daniher Financial Advisory sold out of Dominion Energy (D) in Q4 2024, closing a stake of 62 shares — an estimated $3.58K sold.

Ritter Daniher Financial Advisory first reported a position in D in Q2 2023 and held it in 6 quarters. The position peaked at $3.58K in Q3 2024. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Ritter Daniher Financial Advisory reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 62 Dominion Energy shares in Q4 2024, an estimated $3.58K.
  • Ritter Daniher Financial Advisory first reported a position in Dominion Energy in Q2 2023 and held it in 6 quarters.
  • Ritter Daniher Financial Advisory's Dominion Energy position peaked at $3.58K in Q3 2024.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2024, filed 13 Feb 2025.