TFF
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The Family Firm’s Dominion Energy D Stock Holding History

The Family Firm’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
-557
Closed -$27.3K – 349
2024
Q2 		$27.3K Buy
+557
New +$28.4K 0.01% 518
2021
Q2 		– Sell
-4,953
Closed -$376K – 175
2021
Q1 		$376K Buy
4,953
+6
+0.1% +$436 0.11% 112
2020
Q4 		$357K Buy
4,947
+33
+0.7% +$2.62K 0.11% 112
2020
Q3 		$388K Sell
4,914
-337
-6% -$26.5K 0.14% 100
2020
Q2 		$426K Sell
5,251
-134
-2% -$10.7K 0.16% 94
2020
Q1 		$389K Buy
5,385
+9
+0.2% +$735 0.17% 86
2019
Q4 		$445K Buy
+5,376
New +$439K 0.15% 90
2017
Q4 		– Sell
-3,951
Closed -$304K – 130
2017
Q3 		$304K Buy
3,951
+5
+0.1% +$389 0.13% 96
2017
Q2 		$302K Buy
3,946
+206
+6% +$16.2K 0.13% 94
2017
Q1 		$290K Buy
3,740
+5
+0.1% +$378 0.14% 87
2016
Q4 		$286K Sell
3,735
-132
-3% -$9.73K 0.13% 89
2016
Q3 		$287K Buy
3,867
+5
+0.1% +$381 0.14% 86
2016
Q2 		$301K Buy
3,862
+214
+6% +$15.5K 0.15% 81
2016
Q1 		$274K Buy
3,648
+2
+0.1% +$141 0.14% 85
2015
Q4 		$247K Buy
+3,646
New +$252K 0.13% 88

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 $315B AUM 27.84% 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

The Family Firm's D Position: Q3 2024 in Review

The Family Firm sold out of Dominion Energy (D) in Q3 2024, closing a stake of 557 shares — an estimated $27.3K sold.

The Family Firm first reported a position in D in Q4 2015 and held it in 15 quarters. The position peaked at $445K in Q4 2019. 1,350 funds tracked by Wall St. Rank hold D as of Q3 2024.

  • The Family Firm reported no remaining Dominion Energy position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 557 Dominion Energy shares in Q3 2024, an estimated $27.3K.
  • The Family Firm first reported a position in Dominion Energy in Q4 2015 and held it in 15 quarters.
  • The Family Firm's Dominion Energy position peaked at $445K in Q4 2019.
  • 1,350 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.