AIA
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Alera Investment Advisors’s Dominion Energy D Stock Holding History

Alera Investment Advisors’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
-9,705
Closed -$595K – 174
2022
Q4 		$595K Sell
9,705
-451
-4% -$28.3K 0.14% 91
2022
Q3 		$702K Buy
10,156
+275
+3% +$22.2K 0.2% 66
2022
Q2 		$789K Sell
9,881
-353
-3% -$29.1K 0.22% 67
2022
Q1 		$870K Buy
+10,234
New +$822K 0.2% 70
2019
Q2 		– Sell
-284
Closed -$22K – 300
2019
Q1 		$22K Buy
284
+40
+16% +$2.92K 0.01% 268
2018
Q4 		$17K Buy
+244
New +$17.8K 0.01% 318

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

Alera Investment Advisors's D Position: Q1 2023 in Review

Alera Investment Advisors sold out of Dominion Energy (D) in Q1 2023, closing a stake of 9,705 shares — an estimated $595K sold.

Alera Investment Advisors first reported a position in D in Q4 2018 and held it in 6 quarters. The position peaked at $870K in Q1 2022. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

  • Alera Investment Advisors reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
  • Alera Investment Advisors sold 9,705 Dominion Energy shares in Q1 2023, an estimated $595K.
  • Alera Investment Advisors first reported a position in Dominion Energy in Q4 2018 and held it in 6 quarters.
  • Alera Investment Advisors's Dominion Energy position peaked at $870K in Q1 2022.
  • 1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Alera Investment Advisors's 13F filing for Q1 2023, filed 2 May 2023.