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S.E.E.D. Planning Group’s Dominion Energy D Stock Holding History

S.E.E.D. Planning Group’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
-169,408
Closed -$8.3M – 76
2024
Q2 		$8.3M Sell
169,408
-5,626
-3% -$287K 3.02% 13
2024
Q1 		$8.61M Buy
175,034
+1,959
+1% +$91.5K 3.14% 12
2023
Q4 		$8.13M Buy
173,075
+8,495
+5% +$379K 3.28% 11
2023
Q3 		$7.35M Buy
164,580
+32,256
+24% +$1.6M 2.84% 13
2023
Q2 		$6.85M Buy
132,324
+8,838
+7% +$480K 2.41% 17
2023
Q1 		$6.9M Buy
123,486
+28,480
+30% +$1.67M 2.66% 16
2022
Q4 		$5.83M Buy
95,006
+12,457
+15% +$782K 2.52% 18
2022
Q3 		$5.71M Sell
82,549
-535
-0.6% -$43.2K 2.67% 16
2022
Q2 		$6.63M Buy
83,084
+6,345
+8% +$524K 3% 10
2022
Q1 		$6.52M Buy
76,739
+6,202
+9% +$498K 2.78% 9
2021
Q4 		$5.54M Buy
70,537
+3,868
+6% +$291K 2.4% 13
2021
Q3 		$4.87M Buy
66,669
+17,348
+35% +$1.32M 2.3% 13
2021
Q2 		$3.63M Buy
49,321
+3,016
+7% +$233K 1.79% 25
2021
Q1 		$3.52M Buy
46,305
+5,326
+13% +$387K 1.93% 23
2020
Q4 		$3.08M Buy
40,979
+7,908
+24% +$628K 1.85% 27
2020
Q3 		$2.61M Buy
33,071
+1,043
+3% +$81.9K 1.91% 29
2020
Q2 		$2.6M Buy
32,028
+3,844
+14% +$308K 2.03% 24
2020
Q1 		$2.04M Buy
28,184
+4,803
+21% +$392K 1.98% 24
2019
Q4 		$1.94M Buy
+23,381
New +$1.91M 1.68% 23

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

S.E.E.D. Planning Group's D Position: Q3 2024 in Review

S.E.E.D. Planning Group sold out of Dominion Energy (D) in Q3 2024, closing a stake of 169,408 shares — an estimated $8.3M sold.

S.E.E.D. Planning Group first reported a position in D in Q4 2019 and held it in 19 quarters. The position peaked at $8.61M in Q1 2024. 1,349 funds tracked by Wall St. Rank hold D as of Q3 2024.

  • S.E.E.D. Planning Group reported no remaining Dominion Energy position as of Q3 2024 after selling out during the quarter.
  • S.E.E.D. Planning Group sold 169,408 Dominion Energy shares in Q3 2024, an estimated $8.3M.
  • S.E.E.D. Planning Group first reported a position in Dominion Energy in Q4 2019 and held it in 19 quarters.
  • S.E.E.D. Planning Group's Dominion Energy position peaked at $8.61M in Q1 2024.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2024.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2024, filed 15 Oct 2024.