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Van Hulzen Asset Management’s Dominion Energy D Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-485
Closed -$26.1K – 478
2024
Q4 		$26.1K Buy
+485
New +$27.7K ﹤0.01% 638
2023
Q1 		– Sell
-5,210
Closed -$319K – 303
2022
Q4 		$319K Sell
5,210
-198,596
-97% -$12.5M 0.04% 224
2022
Q3 		$14.1M Buy
203,806
+15,800
+8% +$1.28M 1.74% 14
2022
Q2 		$15M Buy
188,006
+31,300
+20% +$2.58M 1.79% 14
2022
Q1 		$13.3M Buy
156,706
+10,700
+7% +$859K 1.41% 20
2021
Q4 		$11.4M Buy
146,006
+57,506
+65% +$4.33M 1.25% 24
2021
Q3 		$6.46M Buy
88,500
+1,700
+2% +$130K 0.96% 37
2021
Q2 		$6.39M Buy
86,800
+5,000
+6% +$386K 0.96% 37
2021
Q1 		$6.21M Buy
81,800
+2,794
+4% +$203K 0.99% 38
2020
Q4 		$5.94M Sell
79,006
-103,399
-57% -$8.21M 0.9% 37
2020
Q3 		$14.4M Buy
182,405
+94,405
+107% +$7.42M 2.17% 11
2020
Q2 		$7.14M Buy
88,000
+3,700
+4% +$297K 1.07% 31
2020
Q1 		$6.09M Buy
84,300
+10,100
+14% +$825K 1.31% 24
2019
Q4 		$6.14M Sell
74,200
-1,405
-2% -$115K 1.19% 29
2019
Q3 		$6.13M Buy
75,605
+3,430
+5% +$265K 1.29% 27
2019
Q2 		$5.58M Buy
72,175
+10,402
+17% +$793K 1.22% 30
2019
Q1 		$4.74M Buy
61,773
+56,412
+1,052% +$4.12M 1.28% 27
2018
Q4 		$383K Sell
5,361
-44,341
-89% -$3.24M 0.11% 134
2018
Q3 		$3.49M Buy
49,702
+1,301
+3% +$92.1K 0.93% 36
2018
Q2 		$3.3M Sell
48,401
-3,505
-7% -$228K 0.98% 38
2018
Q1 		$3.5M Buy
51,906
+13,895
+37% +$1.03M 1.07% 38
2017
Q4 		$3.08M Buy
38,011
+700
+2% +$56.7K 0.94% 38
2017
Q3 		$2.87M Sell
37,311
-495
-1% -$38.5K 0.97% 37
2017
Q2 		$2.9M Buy
37,806
+6,300
+20% +$495K 1.15% 36
2017
Q1 		$2.44M Buy
31,506
+2,900
+10% +$219K 1.12% 33
2016
Q4 		$2.19M Sell
28,606
-1,898
-6% -$140K 1.02% 40
2016
Q3 		$2.27M Buy
30,504
+4,702
+18% +$358K 1.23% 31
2016
Q2 		$2.01M Buy
+25,802
New +$1.87M 1.14% 36

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Van Hulzen Asset Management's D Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Dominion Energy (D) in Q1 2025, closing a stake of 485 shares — an estimated $26.1K sold.

Van Hulzen Asset Management first reported a position in D in Q2 2016 and held it in 28 quarters. The position peaked at $15M in Q2 2022. 1,404 funds tracked by Wall St. Rank hold D as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Dominion Energy position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 485 Dominion Energy shares in Q1 2025, an estimated $26.1K.
  • Van Hulzen Asset Management first reported a position in Dominion Energy in Q2 2016 and held it in 28 quarters.
  • Van Hulzen Asset Management's Dominion Energy position peaked at $15M in Q2 2022.
  • 1,404 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.