AM Investment Strategies’s Dominion Energy D Stock Holding History

AM Investment Strategies’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 Q1	–	Sell	-5,599	Closed	-$440K	–	110
2021 Q4	$440K	Buy	5,599 +697	+14%	+$52.4K	0.11%	79
2021 Q3	$358K	Buy	4,902 +491	+11%	+$37.4K	0.09%	78
2021 Q2	$324K	Sell	4,411 -238	-5%	-$18.4K	0.08%	82
2021 Q1	$353K	Buy	4,649 +112	+2%	+$8.13K	0.1%	74
2020 Q4	$341K	Buy	4,537 +122	+3%	+$9.69K	0.11%	69
2020 Q3	$348K	Buy	+4,415	New	+$347K	0.12%	68

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

AM Investment Strategies's D Position: Q1 2022 in Review

AM Investment Strategies sold out of Dominion Energy (D) in Q1 2022, closing a stake of 5,599 shares — an estimated $440K sold.

AM Investment Strategies first reported a position in D in Q3 2020 and held it in 6 quarters. The position peaked at $440K in Q4 2021. 1,542 funds tracked by Wall St. Rank hold D as of Q1 2022.

AM Investment Strategies reported no remaining Dominion Energy position as of Q1 2022 after selling out during the quarter.
AM Investment Strategies sold 5,599 Dominion Energy shares in Q1 2022, an estimated $440K.
AM Investment Strategies first reported a position in Dominion Energy in Q3 2020 and held it in 6 quarters.
AM Investment Strategies's Dominion Energy position peaked at $440K in Q4 2021.
1,542 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2022.

Based on AM Investment Strategies's 13F filing for Q1 2022, filed 6 May 2022.