Accel Wealth Management’s Dominion Energy D Stock Holding History

Accel 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 Q2	–	Sell	-255	Closed	-$14.2K	–	319
2023 Q1	$14.2K	Buy	255 +2	+0.8%	+$117	0.01%	797
2022 Q4	$15.5K	Buy	253 +1	+0.4%	+$63	0.01%	601
2022 Q3	$18K	Hold	252	–	–	0.01%	583
2022 Q2	$20K	Hold	252	–	–	0.01%	539
2022 Q1	$22K	Hold	252	–	–	0.01%	530
2021 Q4	$20K	Hold	252	–	–	0.01%	569
2021 Q3	$18K	Hold	252	–	–	0.01%	524
2021 Q2	$19K	Hold	252	–	–	0.01%	556
2021 Q1	$19K	Hold	252	–	–	0.02%	522
2020 Q4	$19K	Buy	+252	New	+$20K	0.02%	503

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Accel Wealth Management's D Position: Q2 2023 in Review

Accel Wealth Management sold out of Dominion Energy (D) in Q2 2023, closing a stake of 255 shares — an estimated $14.2K sold.

Accel Wealth Management first reported a position in D in Q4 2020 and held it in 10 quarters. The position peaked at $22K in Q1 2022. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

Accel Wealth Management reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 255 Dominion Energy shares in Q2 2023, an estimated $14.2K.
Accel Wealth Management first reported a position in Dominion Energy in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Dominion Energy position peaked at $22K in Q1 2022.
1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.