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Waterfront Wealth’s Dominion Energy D Stock Holding History

Waterfront Wealth’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
-18,871
Closed -$1.12M – 259
2024
Q3 		$1.12M Buy
18,871
+452
+2% +$24.7K 0.27% 109
2024
Q2 		$903K Buy
18,419
+427
+2% +$21.8K 0.24% 129
2024
Q1 		$919K Buy
17,992
+698
+4% +$32.6K 0.26% 121
2023
Q4 		$813K Buy
17,294
+282
+2% +$12.6K 0.24% 127
2023
Q3 		$672K Buy
17,012
+548
+3% +$27.2K 0.22% 135
2023
Q2 		$890K Buy
16,464
+1,490
+10% +$81K 0.26% 117
2023
Q1 		$837K Buy
14,974
+1,010
+7% +$59.1K 0.27% 110
2022
Q4 		$872K Buy
13,964
+4,692
+51% +$295K 0.3% 100
2022
Q3 		$628K Buy
9,272
+3,089
+50% +$249K 0.24% 129
2022
Q2 		$493K Buy
6,183
+2,382
+63% +$197K 0.2% 139
2022
Q1 		$333K Buy
+3,801
New +$305K 0.12% 170

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

Waterfront Wealth's D Position: Q4 2024 in Review

Waterfront Wealth sold out of Dominion Energy (D) in Q4 2024, closing a stake of 18,871 shares — an estimated $1.12M sold.

Waterfront Wealth first reported a position in D in Q1 2022 and held it in 11 quarters. The position peaked at $1.12M in Q3 2024. 1,371 funds tracked by Wall St. Rank hold D as of Q4 2024.

  • Waterfront Wealth reported no remaining Dominion Energy position as of Q4 2024 after selling out during the quarter.
  • Waterfront Wealth sold 18,871 Dominion Energy shares in Q4 2024, an estimated $1.12M.
  • Waterfront Wealth first reported a position in Dominion Energy in Q1 2022 and held it in 11 quarters.
  • Waterfront Wealth's Dominion Energy position peaked at $1.12M in Q3 2024.
  • 1,371 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2024.

Based on Waterfront Wealth's 13F filing for Q4 2024, filed 3 Feb 2025.