Affiance Financial’s Dominion Energy D Stock Holding History

Affiance Financial’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	-323	Closed	-$19.8K	–	168
2022 Q4	$19.8K	Buy	+323	New	+$20.3K	0.01%	242

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

Affiance Financial's D Position: Q1 2023 in Review

Affiance Financial sold out of Dominion Energy (D) in Q1 2023, closing a stake of 323 shares — an estimated $19.8K sold.

Affiance Financial first reported a position in D in Q4 2022 and held it in 1 quarter. The position peaked at $19.8K in Q4 2022. 1,325 funds tracked by Wall St. Rank hold D as of Q1 2023.

Affiance Financial reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 323 Dominion Energy shares in Q1 2023, an estimated $19.8K.
Affiance Financial first reported a position in Dominion Energy in Q4 2022 and held it in 1 quarter.
Affiance Financial's Dominion Energy position peaked at $19.8K in Q4 2022.
1,325 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.