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Arcus Capital Partners’s Dominion Energy D Stock Holding History

Arcus Capital 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 		– Sell
-197
Closed -$12.1K – 170
2022
Q4 		$12.1K Buy
+197
New +$12.4K ﹤0.01% 254
2019
Q1 		– Sell
-3,424
Closed -$245K – 103
2018
Q4 		$245K Buy
3,424
+156
+5% +$11.4K 0.14% 78
2018
Q3 		$230K Buy
3,268
+154
+5% +$10.9K 0.11% 91
2018
Q2 		$212K Buy
+3,114
New +$203K 0.1% 97

Other funds holding D

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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

Arcus Capital Partners's D Position: Q1 2023 in Review

Arcus Capital Partners sold out of Dominion Energy (D) in Q1 2023, closing a stake of 197 shares — an estimated $12.1K sold.

Arcus Capital Partners first reported a position in D in Q2 2018 and held it in 4 quarters. The position peaked at $245K in Q4 2018. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

  • Arcus Capital Partners reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
  • Arcus Capital Partners sold 197 Dominion Energy shares in Q1 2023, an estimated $12.1K.
  • Arcus Capital Partners first reported a position in Dominion Energy in Q2 2018 and held it in 4 quarters.
  • Arcus Capital Partners's Dominion Energy position peaked at $245K in Q4 2018.
  • 1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Arcus Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.