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Ruedi Wealth Management’s Dominion Energy D Stock Holding History

Ruedi 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
Q3 		– Sell
-13
Closed -$637 – 384
2024
Q2 		$637 Buy
+13
New +$662 ﹤0.01% 402
2024
Q1 		– Sell
-302
Closed -$14.2K – 262
2023
Q4 		$14.2K Sell
302
-501
-62% -$22.4K 0.01% 124
2023
Q3 		$35.9K Hold
803
– – 0.02% 88
2023
Q2 		$41.6K Hold
803
– – 0.02% 84
2023
Q1 		$44.9K Hold
803
– – 0.03% 83
2022
Q4 		$49.2K Buy
+803
New +$50.4K 0.03% 71

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ruedi Wealth Management's D Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Dominion Energy (D) in Q3 2024, closing a stake of 13 shares — an estimated $637 sold.

Ruedi Wealth Management first reported a position in D in Q4 2022 and held it in 6 quarters. The position peaked at $49.2K in Q4 2022. 1,349 funds tracked by Wall St. Rank hold D as of Q3 2024.

  • Ruedi Wealth Management reported no remaining Dominion Energy position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 13 Dominion Energy shares in Q3 2024, an estimated $637.
  • Ruedi Wealth Management first reported a position in Dominion Energy in Q4 2022 and held it in 6 quarters.
  • Ruedi Wealth Management's Dominion Energy position peaked at $49.2K in Q4 2022.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.