AIP
D icon

Ahrens Investment Partners’s Dominion Energy D Stock Holding History

Ahrens Investment Partners’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 		$61.5K Buy
+1,100
New +$64.4K 0.03% 290
2022
Q3 		– Sell
-1,250
Closed -$100K – 325
2022
Q2 		$100K Hold
1,250
– – 0.04% 226
2022
Q1 		$106K Hold
1,250
– – 0.03% 261
2021
Q4 		$98K Buy
+1,250
New +$94.1K 0.04% 290

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Ahrens Investment Partners's D Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Dominion Energy (D) in Q1 2023: 1,100 shares worth $61.5K. The stake represents 0.03% of the portfolio and ranks #290 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in D as recently as Q2 2022.

Ahrens Investment Partners first reported a position in D in Q4 2021 and has held it in 4 quarters since. The position peaked at $106K in Q1 2022. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

  • Ahrens Investment Partners held 1,100 shares of Dominion Energy worth $61.5K as of Q1 2023.
  • Dominion Energy was a new Ahrens Investment Partners position in Q1 2023.
  • Dominion Energy made up 0.03% of Ahrens Investment Partners's portfolio in Q1 2023, its #290 holding.
  • Ahrens Investment Partners first reported a position in Dominion Energy in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Dominion Energy position peaked at $106K in Q1 2022.
  • 1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.