TWM
D icon

Trueblood Wealth Management’s Dominion Energy D Stock Holding History

Trueblood 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
-3,840
Closed -$222K – 229
2024
Q3 		$222K Buy
+3,840
New +$210K 0.11% 209
2024
Q2 		– Sell
-4,787
Closed -$235K – 220
2024
Q1 		$235K Buy
4,787
+18
+0.4% +$841 0.13% 193
2023
Q4 		$224K Buy
+4,769
New +$213K 0.14% 186

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

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

Trueblood Wealth Management sold out of Dominion Energy (D) in Q4 2024, closing a stake of 3,840 shares — an estimated $222K sold.

Trueblood Wealth Management first reported a position in D in Q4 2023 and held it in 3 quarters. The position peaked at $235K in Q1 2024. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Trueblood Wealth Management reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Trueblood Wealth Management sold 3,840 Dominion Energy shares in Q4 2024, an estimated $222K.
  • Trueblood Wealth Management first reported a position in Dominion Energy in Q4 2023 and held it in 3 quarters.
  • Trueblood Wealth Management's Dominion Energy position peaked at $235K in Q1 2024.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Trueblood Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.