Rockbridge Investment Management’s Dominion Energy D Stock Holding History

Rockbridge Investment 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 Q1	–	Sell	-1,349	Closed	-$63.4K	–	227
2023 Q4	$63.4K	Buy	+1,349	New	+$60.2K	0.01%	214
2022 Q3	–	Sell	-149	Closed	-$11.9K	–	211
2022 Q2	$11.9K	Hold	149	–	–	﹤0.01%	354
2022 Q1	$12.9K	Hold	149	–	–	﹤0.01%	475
2021 Q4	$12K	Hold	149	–	–	﹤0.01%	546
2021 Q3	$11K	Hold	149	–	–	﹤0.01%	507
2021 Q2	$11K	Hold	149	–	–	﹤0.01%	510
2021 Q1	$11K	Hold	149	–	–	﹤0.01%	490
2020 Q4	$11K	Hold	149	–	–	﹤0.01%	492
2020 Q3	$12K	Sell	149 -250	-63%	-$19.6K	﹤0.01%	446
2020 Q2	$32K	Buy	+399	New	+$32K	0.01%	278

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

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

Rockbridge Investment Management's D Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Dominion Energy (D) in Q1 2024, closing a stake of 1,349 shares — an estimated $63.4K sold.

Rockbridge Investment Management first reported a position in D in Q2 2020 and held it in 10 quarters. The position peaked at $63.4K in Q4 2023. 1,223 funds tracked by Wall St. Rank hold D as of Q1 2024.

Rockbridge Investment Management reported no remaining Dominion Energy position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 1,349 Dominion Energy shares in Q1 2024, an estimated $63.4K.
Rockbridge Investment Management first reported a position in Dominion Energy in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Dominion Energy position peaked at $63.4K in Q4 2023.
1,223 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.