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Sugarloaf Wealth Management’s Dominion Energy D Stock Holding History

Sugarloaf 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 		$80.8K Hold
1,500
– – 0.02% 243
2024
Q3 		$86.7K Hold
1,500
– – 0.02% 243
2024
Q2 		$73.5K Buy
+1,500
New +$76.4K 0.01% 255
2023
Q4 		– Sell
-1,500
Closed -$67K – 689
2023
Q3 		$67K Hold
1,500
– – 0.02% 253
2023
Q2 		$77.7K Sell
1,500
-45
-3% -$2.45K 0.02% 237
2023
Q1 		$86.4K Hold
1,545
– – 0.02% 215
2022
Q4 		$94.7K Hold
1,545
– – 0.02% 200
2022
Q3 		$107K Hold
1,545
– – 0.03% 188
2022
Q2 		$123K Sell
1,545
-491
-24% -$40.5K 0.03% 168
2022
Q1 		$173K Buy
2,036
+4
+0.2% +$321 0.04% 134
2021
Q4 		$160K Sell
2,032
-496
-20% -$37.3K 0.04% 148
2021
Q3 		$185K Sell
2,528
-310
-11% -$23.6K 0.05% 130
2021
Q2 		$209K Buy
2,838
+9
+0.3% +$695 0.06% 121
2021
Q1 		$215 Sell
2,829
-92
-3% -$6.68K 0.06% 115
2020
Q4 		$220K Buy
2,921
+10
+0.3% +$794 0.07% 108
2020
Q3 		$230K Sell
2,911
-798
-22% -$62.7K 0.08% 99
2020
Q2 		$301K Buy
3,709
+7
+0.2% +$561 0.12% 86
2020
Q1 		$267K Sell
3,702
-197
-5% -$16.1K 0.12% 87
2019
Q4 		$323K Buy
+3,899
New +$319K 0.14% 94

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

Sugarloaf Wealth Management's D Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Dominion Energy (D) position steady in Q4 2024 at 1,500 shares worth $80.8K. The position accounts for 0.02% of the portfolio, ranked #243.

Sugarloaf Wealth Management first reported a position in D in Q4 2019 and has held it in 19 quarters since. The position peaked at $323K in Q4 2019. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Sugarloaf Wealth Management held 1,500 shares of Dominion Energy worth $80.8K as of Q4 2024.
  • Sugarloaf Wealth Management left its Dominion Energy share count unchanged in Q4 2024.
  • Dominion Energy made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #243 holding.
  • Sugarloaf Wealth Management first reported a position in Dominion Energy in Q4 2019 and has held it in 19 quarters since.
  • Sugarloaf Wealth Management's Dominion Energy position peaked at $323K in Q4 2019.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.