AGP
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Autumn Glory Partners’s Dominion Energy D Stock Holding History

Autumn Glory 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
-7,570
Closed -$464K – 141
2022
Q4 		$464K Buy
7,570
+2,325
+44% +$146K 0.25% 113
2022
Q3 		$362K Buy
5,245
+1,585
+43% +$128K 0.24% 98
2022
Q2 		$292K Buy
+3,660
New +$302K 0.22% 101
2022
Q1 		– Sell
-3,660
Closed -$288K – 165
2021
Q4 		$288K Buy
+3,660
New +$275K 0.12% 166

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

Autumn Glory Partners's D Position: Q1 2023 in Review

Autumn Glory Partners sold out of Dominion Energy (D) in Q1 2023, closing a stake of 7,570 shares — an estimated $464K sold.

Autumn Glory Partners first reported a position in D in Q4 2021 and held it in 4 quarters. The position peaked at $464K in Q4 2022. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

  • Autumn Glory Partners reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
  • Autumn Glory Partners sold 7,570 Dominion Energy shares in Q1 2023, an estimated $464K.
  • Autumn Glory Partners first reported a position in Dominion Energy in Q4 2021 and held it in 4 quarters.
  • Autumn Glory Partners's Dominion Energy position peaked at $464K in Q4 2022.
  • 1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Autumn Glory Partners's 13F filing for Q1 2023, filed 27 Apr 2023.