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Schrum Private Wealth Management’s Dominion Energy D Stock Holding History

Schrum Private 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
Q4 		– Sell
-4,246
Closed -$245K – 134
2024
Q3 		$245K Buy
+4,246
New +$232K 0.13% 150
2022
Q3 		– Sell
-2,616
Closed -$209K – 108
2022
Q2 		$209K Sell
2,616
-41
-2% -$3.39K 0.24% 107
2022
Q1 		$221K Sell
2,657
-16
-0.6% -$1.28K 0.22% 107
2021
Q4 		$210K Buy
+2,673
New +$201K 0.19% 121

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

Schrum Private Wealth Management's D Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of Dominion Energy (D) in Q4 2024, closing a stake of 4,246 shares — an estimated $245K sold.

Schrum Private Wealth Management first reported a position in D in Q4 2021 and held it in 4 quarters. The position peaked at $245K in Q3 2024. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Schrum Private Wealth Management reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 4,246 Dominion Energy shares in Q4 2024, an estimated $245K.
  • Schrum Private Wealth Management first reported a position in Dominion Energy in Q4 2021 and held it in 4 quarters.
  • Schrum Private Wealth Management's Dominion Energy position peaked at $245K in Q3 2024.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.