Accurate Wealth Management’s Dominion Energy D Stock Holding History

Accurate 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 Q1	–	Sell	-2,206	Closed	-$136K	–	518
2022 Q4	$136K	Buy	+2,206	New	+$139K	0.05%	256
2022 Q3	–	Sell	-3,202	Closed	-$256K	–	191
2022 Q2	$256K	Sell	3,202 -59	-2%	-$4.87K	0.14%	122
2022 Q1	$277K	Buy	3,261 +124	+4%	+$9.96K	0.12%	126
2021 Q4	$241K	Buy	3,137 +125	+4%	+$9.4K	0.2%	123
2021 Q3	$219K	Sell	3,012 -138	-4%	-$10.5K	0.19%	129
2021 Q2	$232K	Buy	+3,150	New	+$243K	0.2%	118

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Accurate Wealth Management's D Position: Q1 2023 in Review

Accurate Wealth Management sold out of Dominion Energy (D) in Q1 2023, closing a stake of 2,206 shares — an estimated $136K sold.

Accurate Wealth Management first reported a position in D in Q2 2021 and held it in 6 quarters. The position peaked at $277K in Q1 2022. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

Accurate Wealth Management reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 2,206 Dominion Energy shares in Q1 2023, an estimated $136K.
Accurate Wealth Management first reported a position in Dominion Energy in Q2 2021 and held it in 6 quarters.
Accurate Wealth Management's Dominion Energy position peaked at $277K in Q1 2022.
1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.