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Schechter Investment Advisors’s Dominion Energy D Stock Holding History

Schechter Investment Advisors’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
-3,660
Closed -$211K – 672
2024
Q3 		$211K Buy
+3,660
New +$200K 0.02% 578
2023
Q3 		– Sell
-4,310
Closed -$223K – 648
2023
Q2 		$223K Buy
4,310
+524
+14% +$28.5K 0.02% 563
2023
Q1 		$212K Buy
+3,786
New +$222K 0.02% 606
2022
Q4 		– Sell
-8,346
Closed -$576K – 866
2022
Q3 		$576K Sell
8,346
-847
-9% -$68.4K 0.06% 462
2022
Q2 		$733K Buy
9,193
+441
+5% +$36.4K 0.07% 393
2022
Q1 		$744K Buy
8,752
+602
+7% +$48.3K 0.07% 405
2021
Q4 		$641K Buy
+8,150
New +$613K 0.06% 442

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

Schechter Investment Advisors's D Position: Q4 2024 in Review

Schechter Investment Advisors sold out of Dominion Energy (D) in Q4 2024, closing a stake of 3,660 shares — an estimated $211K sold.

Schechter Investment Advisors first reported a position in D in Q4 2021 and held it in 7 quarters. The position peaked at $744K in Q1 2022. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Schechter Investment Advisors reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 3,660 Dominion Energy shares in Q4 2024, an estimated $211K.
  • Schechter Investment Advisors first reported a position in Dominion Energy in Q4 2021 and held it in 7 quarters.
  • Schechter Investment Advisors's Dominion Energy position peaked at $744K in Q1 2022.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Schechter Investment Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.