Tyler-Stone Wealth Management’s Dominion Energy D Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-383	Closed	-$18.8K	–	441
2024 Q2	$18.8K	Hold	383	–	–	0.01%	536
2024 Q1	$18.8K	Sell	383 -66	-15%	-$3.08K	0.01%	534
2023 Q4	$21.1K	Sell	449 -3,775	-89%	-$169K	0.01%	493
2023 Q3	$189K	Buy	4,224 +252	+6%	+$12.5K	0.11%	162
2023 Q2	$206K	Buy	+3,972	New	+$216K	0.12%	157
2022 Q4	$336K	Hold	5,472	–	–	0.23%	97
2022 Q3	$378K	Sell	5,472 -1,084	-17%	-$87.5K	0.29%	71
2022 Q2	$523K	Hold	6,556	–	–	0.35%	64
2022 Q1	$557K	Sell	6,556 -238	-4%	-$19.1K	0.31%	71
2021 Q4	$534K	Buy	+6,794	New	+$511K	0.28%	78

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tyler-Stone Wealth Management's D Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Dominion Energy (D) in Q3 2024, closing a stake of 383 shares — an estimated $18.8K sold.

Tyler-Stone Wealth Management first reported a position in D in Q4 2021 and held it in 10 quarters. The position peaked at $557K in Q1 2022. 1,349 funds tracked by Wall St. Rank hold D as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Dominion Energy position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 383 Dominion Energy shares in Q3 2024, an estimated $18.8K.
Tyler-Stone Wealth Management first reported a position in Dominion Energy in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Dominion Energy position peaked at $557K in Q1 2022.
1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.