WIA
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Wetzel Investment Advisors’s Dominion Energy D Stock Holding History

Wetzel Investment Advisors’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
-140
Closed -$6.89K – 288
2024
Q2 		$6.89K Hold
140
– – ﹤0.01% 523
2024
Q1 		$6.8K Hold
140
– – ﹤0.01% 618
2023
Q4 		$7K Buy
+140
New +$6.25K ﹤0.01% 599

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
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

Wetzel Investment Advisors's D Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Dominion Energy (D) in Q3 2024, closing a stake of 140 shares — an estimated $6.89K sold.

Wetzel Investment Advisors first reported a position in D in Q4 2023 and held it in 3 quarters. The position peaked at $7K in Q4 2023. 1,349 funds tracked by Wall St. Rank hold D as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Dominion Energy position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 140 Dominion Energy shares in Q3 2024, an estimated $6.89K.
  • Wetzel Investment Advisors first reported a position in Dominion Energy in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Dominion Energy position peaked at $7K in Q4 2023.
  • 1,349 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.