Antonetti Capital Management’s Dominion Energy D Stock Holding History

Antonetti Capital Management’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 Q2	–	Sell	-92	Closed	-$5.14K	–	340
2023 Q1	$5.14K	Hold	92	–	–	0.01%	254
2022 Q4	$5.64K	Hold	92	–	–	0.01%	245
2022 Q3	$6K	Hold	92	–	–	0.01%	247
2022 Q2	$7K	Hold	92	–	–	0.01%	248
2022 Q1	$8K	Hold	92	–	–	0.01%	268
2021 Q4	$7K	Hold	92	–	–	0.01%	319
2021 Q3	$7K	Buy	+92	New	+$7.01K	0.01%	333
2013 Q4	–	Sell	-100	Closed	-$6K	–	267
2013 Q3	$6K	Hold	100	–	–	0.01%	236
2013 Q2	$6K	Buy	+100	New	+$5.86K	0.01%	251

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Antonetti Capital Management's D Position: Q2 2023 in Review

Antonetti Capital Management sold out of Dominion Energy (D) in Q2 2023, closing a stake of 92 shares — an estimated $5.14K sold.

Antonetti Capital Management first reported a position in D in Q2 2013 and held it in 9 quarters. The position peaked at $8K in Q1 2022. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

Antonetti Capital Management reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
Antonetti Capital Management sold 92 Dominion Energy shares in Q2 2023, an estimated $5.14K.
Antonetti Capital Management first reported a position in Dominion Energy in Q2 2013 and held it in 9 quarters.
Antonetti Capital Management's Dominion Energy position peaked at $8K in Q1 2022.
1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on Antonetti Capital Management's 13F filing for Q2 2023, filed 31 Jul 2023.