AIM
D icon

Axiom Investment Management’s Dominion Energy D Stock Holding History

Axiom Investment 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
2022
Q4 		– Sell
-408
Closed -$29K – 167
2022
Q3 		$29K Buy
+408
New +$32.9K 0.06% 203
2022
Q2 		– Sell
-2,650
Closed -$224K – 85
2022
Q1 		$224K Buy
+2,650
New +$213K 0.49% 68
2019
Q3 		– Sell
-3,888
Closed -$302K – 269
2019
Q2 		$302K Sell
3,888
-27
-0.7% -$2.06K 0.05% 288
2019
Q1 		$300K Buy
3,915
+661
+20% +$48.3K 0.06% 290
2018
Q4 		$233K Buy
+3,254
New +$238K 0.05% 309

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Axiom Investment Management's D Position: Q4 2022 in Review

Axiom Investment Management sold out of Dominion Energy (D) in Q4 2022, closing a stake of 408 shares — an estimated $29K sold.

Axiom Investment Management first reported a position in D in Q4 2018 and held it in 5 quarters. The position peaked at $302K in Q2 2019. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • Axiom Investment Management reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • Axiom Investment Management sold 408 Dominion Energy shares in Q4 2022, an estimated $29K.
  • Axiom Investment Management first reported a position in Dominion Energy in Q4 2018 and held it in 5 quarters.
  • Axiom Investment Management's Dominion Energy position peaked at $302K in Q2 2019.
  • 1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.