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Strategic Advisors’s Dominion Energy D Stock Holding History

Strategic 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
-81,373
Closed -$4.7M – 206
2024
Q3 		$4.7M Buy
81,373
+9
+0% +$492 0.88% 26
2024
Q2 		$3.99M Buy
81,364
+9
+0% +$459 0.77% 27
2024
Q1 		$4M Buy
81,355
+10
+0% +$467 0.79% 28
2023
Q4 		$3.82M Sell
81,345
-790
-1% -$35.3K 0.72% 28
2023
Q3 		$3.67M Sell
82,135
-4
-0% -$199 0.72% 34
2023
Q2 		$4.25M Buy
82,139
+8
+0% +$435 0.81% 31
2023
Q1 		$4.59M Buy
82,131
+8
+0% +$468 0.93% 30
2022
Q4 		$5.04M Sell
82,123
-1,901
-2% -$119K 1.12% 25
2022
Q3 		$5.81M Buy
84,024
+208
+0.2% +$16.8K 1.29% 20
2022
Q2 		$6.69M Sell
83,816
-244
-0.3% -$20.1K 1.4% 20
2022
Q1 		$7.14M Buy
84,060
+8
+0% +$643 1.24% 22
2021
Q4 		$6.6M Buy
84,052
+55,398
+193% +$4.17M 0.94% 29
2021
Q3 		$2.09M Buy
28,654
+20,176
+238% +$1.54M 0.45% 54
2021
Q2 		$623K Buy
8,478
+171
+2% +$13.2K 0.16% 106
2021
Q1 		$631K Sell
8,307
-80
-1% -$5.81K 0.18% 95
2020
Q4 		$611K Sell
8,387
-766
-8% -$60.9K 0.18% 96
2020
Q3 		$733K Sell
9,153
-1,497
-14% -$118K 0.25% 81
2020
Q2 		$847K Buy
10,650
+719
+7% +$57.7K 0.32% 65
2020
Q1 		$777K Buy
9,931
+1,429
+17% +$117K 0.34% 65
2019
Q4 		$704K Buy
8,502
+2,170
+34% +$177K 0.25% 87
2019
Q3 		$513K Buy
6,332
+7
+0.1% +$541 0.19% 102
2019
Q2 		$489K Buy
6,325
+6
+0.1% +$457 0.19% 97
2019
Q1 		$484K Sell
6,319
-280
-4% -$20.4K 0.19% 99
2018
Q4 		$472K Sell
6,599
-129
-2% -$9.43K 0.21% 86
2018
Q3 		$473K Sell
6,728
-1,071
-14% -$75.8K 0.17% 104
2018
Q2 		$532K Buy
7,799
+223
+3% +$14.5K 0.21% 94
2018
Q1 		$511K Buy
7,576
+3,724
+97% +$275K 0.21% 92
2017
Q4 		$312K Buy
+3,852
New +$312K 0.13% 115

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

Strategic Advisors's D Position: Q4 2024 in Review

Strategic Advisors sold out of Dominion Energy (D) in Q4 2024, closing a stake of 81,373 shares — an estimated $4.7M sold.

Strategic Advisors first reported a position in D in Q4 2017 and held it in 28 quarters. The position peaked at $7.14M in Q1 2022. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Strategic Advisors reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Strategic Advisors sold 81,373 Dominion Energy shares in Q4 2024, an estimated $4.7M.
  • Strategic Advisors first reported a position in Dominion Energy in Q4 2017 and held it in 28 quarters.
  • Strategic Advisors's Dominion Energy position peaked at $7.14M in Q1 2022.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Strategic Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.