Alpha Paradigm Partners’s Dominion Energy D Stock Holding History

Alpha Paradigm 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
2022 Q4	$313K	Buy	5,111 +4,164	+440%	+$262K	0.13%	243
2022 Q3	$65K	Sell	947 -2,181	-70%	-$176K	0.03%	394
2022 Q2	$250K	Hold	3,128	–	–	0.1%	281
2022 Q1	$266K	Sell	3,128 -293	-9%	-$23.5K	0.1%	294
2021 Q4	$269K	Buy	+3,421	New	+$257K	0.11%	293
2021 Q2	–	Sell	-3,214	Closed	-$244K	–	553
2021 Q1	$244K	Buy	+3,214	New	+$233K	0.1%	281

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Alpha Paradigm Partners's D Position: Q4 2022 in Review

Alpha Paradigm Partners increased its Dominion Energy (D) stake by 440% in Q4 2022, buying an estimated $262K and bringing the position to 5,111 shares worth $313K. The position accounts for 0.13% of the portfolio, ranked #243.

Alpha Paradigm Partners first reported a position in D in Q1 2021 and has held it in 6 quarters since. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

Alpha Paradigm Partners held 5,111 shares of Dominion Energy worth $313K as of Q4 2022.
Alpha Paradigm Partners bought 4,164 Dominion Energy shares in Q4 2022, an estimated $262K.
Dominion Energy made up 0.13% of Alpha Paradigm Partners's portfolio in Q4 2022, its #243 holding.
Alpha Paradigm Partners first reported a position in Dominion Energy in Q1 2021 and has held it in 6 quarters since.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Alpha Paradigm Partners's 13F filing for Q4 2022, filed 13 Feb 2023.