SWS
D icon

SYSTM Wealth Solutions’s Dominion Energy D Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-192
Closed -$9.41K – 229
2024
Q2 		$9.41K Sell
192
-11,016
-98% -$561K ﹤0.01% 494
2024
Q1 		$551K Sell
11,208
-1,331
-11% -$62.2K 0.07% 274
2023
Q4 		$589K Buy
12,539
+6,317
+102% +$282K 0.08% 253
2023
Q3 		$278K Sell
6,222
-7,828
-56% -$389K 0.04% 377
2023
Q2 		$728K Buy
14,050
+2,212
+19% +$120K 0.1% 255
2023
Q1 		$662K Sell
11,838
-861
-7% -$50.4K 0.1% 246
2022
Q4 		$779K Buy
+12,699
New +$798K 0.1% 258

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SYSTM Wealth Solutions's D Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Dominion Energy (D) in Q3 2024, closing a stake of 192 shares — an estimated $9.41K sold.

SYSTM Wealth Solutions first reported a position in D in Q4 2022 and held it in 7 quarters. The position peaked at $779K in Q4 2022. 1,349 funds tracked by Wall St. Rank hold D as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Dominion Energy position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 192 Dominion Energy shares in Q3 2024, an estimated $9.41K.
  • SYSTM Wealth Solutions first reported a position in Dominion Energy in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Dominion Energy position peaked at $779K in Q4 2022.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.