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Riverview Trust Company’s Dominion Energy D Stock Holding History

Riverview Trust Company’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
2025
Q1 		– Sell
-501
Closed -$27K – 657
2024
Q4 		$27K Hold
501
– – 0.02% 350
2024
Q3 		$29K Buy
501
+17
+4% +$929 0.03% 335
2024
Q2 		$23.7K Hold
484
– – 0.02% 372
2024
Q1 		$23.8K Buy
+484
New +$22.6K 0.02% 413
2023
Q4 		– Sell
-2,343
Closed -$105K – 216
2023
Q3 		$105K Buy
2,343
+1,394
+147% +$69.2K 0.09% 147
2023
Q2 		$49.1K Sell
949
-597
-39% -$32.5K 0.04% 211
2023
Q1 		$86.4K Buy
1,546
+284
+23% +$16.6K 0.08% 155
2022
Q4 		$77K Sell
1,262
-275
-18% -$17.3K 0.07% 162
2022
Q3 		$106K Hold
1,537
– – 0.1% 129
2022
Q2 		$123K Hold
1,537
– – 0.11% 134
2022
Q1 		$131K Buy
1,537
+493
+47% +$39.6K 0.1% 126
2021
Q4 		$82 Sell
1,044
-1,438
-58% -$108K 0.05% 130
2021
Q3 		$181K Sell
2,482
-1,682
-40% -$128K 0.19% 84
2021
Q2 		$306K Sell
4,164
-95
-2% -$7.33K 0.32% 64
2021
Q1 		$324K Sell
4,259
-287
-6% -$20.8K 0.36% 56
2020
Q4 		$342K Sell
4,546
-246
-5% -$19.5K 0.38% 52
2020
Q3 		$378K Sell
4,792
-34
-0.7% -$2.67K 0.43% 46
2020
Q2 		$392K Hold
4,826
– – 0.38% 50
2020
Q1 		$348K Sell
4,826
-2,496
-34% -$204K 0.33% 51
2019
Q4 		$606K Sell
7,322
-318
-4% -$26K 0.41% 48
2019
Q3 		$619K Sell
7,640
-47
-0.6% -$3.63K 0.43% 46
2019
Q2 		$594K Hold
7,687
– – 0.42% 44
2019
Q1 		$589K Buy
7,687
+182
+2% +$13.3K 0.45% 43
2018
Q4 		$536K Buy
+7,505
New +$548K 0.42% 42

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Riverview Trust Company's D Position: Q1 2025 in Review

Riverview Trust Company sold out of Dominion Energy (D) in Q1 2025, closing a stake of 501 shares — an estimated $27K sold.

Riverview Trust Company first reported a position in D in Q4 2018 and held it in 24 quarters. The position peaked at $619K in Q3 2019. 1,403 funds tracked by Wall St. Rank hold D as of Q1 2025.

  • Riverview Trust Company reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
  • Riverview Trust Company sold 501 Dominion Energy shares in Q1 2025, an estimated $27K.
  • Riverview Trust Company first reported a position in Dominion Energy in Q4 2018 and held it in 24 quarters.
  • Riverview Trust Company's Dominion Energy position peaked at $619K in Q3 2019.
  • 1,403 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Riverview Trust Company's 13F filing for Q1 2025, filed 11 Apr 2025.