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AXS Investments’s Dominion Energy D Stock Holding History

AXS Investments’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
Q3 		– Sell
-257
Closed -$13.3K – 389
2023
Q2 		$13.3K Sell
257
-210
-45% -$11.4K ﹤0.01% 393
2023
Q1 		$26.1K Sell
467
-19
-4% -$1.11K 0.01% 332
2022
Q4 		$29.8K Buy
+486
New +$30.5K 0.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AXS Investments's D Position: Q3 2023 in Review

AXS Investments sold out of Dominion Energy (D) in Q3 2023, closing a stake of 257 shares — an estimated $13.3K sold.

AXS Investments first reported a position in D in Q4 2022 and held it in 3 quarters. The position peaked at $29.8K in Q4 2022. 1,202 funds tracked by Wall St. Rank hold D as of Q3 2023.

  • AXS Investments reported no remaining Dominion Energy position as of Q3 2023 after selling out during the quarter.
  • AXS Investments sold 257 Dominion Energy shares in Q3 2023, an estimated $13.3K.
  • AXS Investments first reported a position in Dominion Energy in Q4 2022 and held it in 3 quarters.
  • AXS Investments's Dominion Energy position peaked at $29.8K in Q4 2022.
  • 1,202 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on AXS Investments's 13F filing for Q3 2023, filed 9 Nov 2023.