AFG
D icon

AFS Financial Group’s Dominion Energy D Stock Holding History

AFS Financial Group’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
Q4 		– Sell
-6,251
Closed -$279K – 71
2023
Q3 		$279K Buy
6,251
+13
+0.2% +$645 0.19% 78
2023
Q2 		$323K Sell
6,238
-364
-6% -$19.8K 0.21% 73
2023
Q1 		$369K Buy
6,602
+10
+0.2% +$585 0.25% 67
2022
Q4 		$404K Buy
+6,592
New +$414K 0.29% 58

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFS Financial Group's D Position: Q4 2023 in Review

AFS Financial Group sold out of Dominion Energy (D) in Q4 2023, closing a stake of 6,251 shares — an estimated $279K sold.

AFS Financial Group first reported a position in D in Q4 2022 and held it in 4 quarters. The position peaked at $404K in Q4 2022. 1,234 funds tracked by Wall St. Rank hold D as of Q4 2023.

  • AFS Financial Group reported no remaining Dominion Energy position as of Q4 2023 after selling out during the quarter.
  • AFS Financial Group sold 6,251 Dominion Energy shares in Q4 2023, an estimated $279K.
  • AFS Financial Group first reported a position in Dominion Energy in Q4 2022 and held it in 4 quarters.
  • AFS Financial Group's Dominion Energy position peaked at $404K in Q4 2022.
  • 1,234 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2023.

Based on AFS Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.