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Sageworth Trust’s Dominion Energy D Stock Holding History

Sageworth Trust’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
-4,500
Closed -$260K – 108
2024
Q3 		$260K Buy
+4,500
New +$246K 0.02% 94
2020
Q3 		– Sell
-8
Closed -$1K – 221
2020
Q2 		$1K Buy
+8
New +$642 ﹤0.01% 180
2017
Q3 		– Sell
-1,242
Closed -$95K – 78
2017
Q2 		$95K Hold
1,242
– – 0.02% 38
2017
Q1 		$96K Hold
1,242
– – 0.02% 38
2016
Q4 		$95K Buy
+1,242
New +$91.5K 0.02% 39
2015
Q1 		– Sell
-4,521
Closed -$348K – 49
2014
Q4 		$348K Buy
+4,521
New +$327K 0.11% 70

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

Sageworth Trust's D Position: Q4 2024 in Review

Sageworth Trust sold out of Dominion Energy (D) in Q4 2024, closing a stake of 4,500 shares — an estimated $260K sold.

Sageworth Trust first reported a position in D in Q4 2014 and held it in 6 quarters. The position peaked at $348K in Q4 2014. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Sageworth Trust reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Sageworth Trust sold 4,500 Dominion Energy shares in Q4 2024, an estimated $260K.
  • Sageworth Trust first reported a position in Dominion Energy in Q4 2014 and held it in 6 quarters.
  • Sageworth Trust's Dominion Energy position peaked at $348K in Q4 2014.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Sageworth Trust's 13F filing for Q4 2024, filed 28 Jan 2025.