4J Wealth Management’s Dominion Energy D Stock Holding History

4J 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
2023 Q3	–	Sell	-4,592	Closed	-$238K	–	86
2023 Q2	$238K	Hold	4,592	–	–	0.23%	75
2023 Q1	$257K	Sell	4,592 -794	-15%	-$46.5K	0.28%	66
2022 Q4	$330K	Buy	5,386 +181	+3%	+$11.4K	0.38%	57
2022 Q3	$360K	Buy	5,205 +106	+2%	+$8.56K	0.46%	51
2022 Q2	$407K	Buy	5,099 +6	+0.1%	+$495	0.51%	42
2022 Q1	$433K	Buy	5,093 +210	+4%	+$16.9K	0.38%	45
2021 Q4	$384K	Sell	4,883 -273	-5%	-$20.5K	0.32%	50
2021 Q3	$376K	Sell	5,156 -280	-5%	-$21.4K	0.33%	51
2021 Q2	$400K	Sell	5,436 -60	-1%	-$4.63K	0.35%	47
2021 Q1	$417K	Hold	5,496	–	–	0.39%	48
2020 Q4	$413K	Buy	+5,496	New	+$437K	0.4%	49

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

4J Wealth Management's D Position: Q3 2023 in Review

4J Wealth Management sold out of Dominion Energy (D) in Q3 2023, closing a stake of 4,592 shares — an estimated $238K sold.

4J Wealth Management first reported a position in D in Q4 2020 and held it in 11 quarters. The position peaked at $433K in Q1 2022. 1,203 funds tracked by Wall St. Rank hold D as of Q3 2023.

4J Wealth Management reported no remaining Dominion Energy position as of Q3 2023 after selling out during the quarter.
4J Wealth Management sold 4,592 Dominion Energy shares in Q3 2023, an estimated $238K.
4J Wealth Management first reported a position in Dominion Energy in Q4 2020 and held it in 11 quarters.
4J Wealth Management's Dominion Energy position peaked at $433K in Q1 2022.
1,203 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on 4J Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.