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Bigelow Investment Advisors’s Dominion Energy D Stock Holding History

Bigelow Investment Advisors’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
-8,126
Closed -$454K – 148
2023
Q1 		$454K Sell
8,126
-953
-10% -$55.8K 0.26% 102
2022
Q4 		$557K Buy
9,079
+594
+7% +$37.3K 0.32% 91
2022
Q3 		$586K Buy
8,485
+1,028
+14% +$83K 0.35% 81
2022
Q2 		$595K Buy
7,457
+517
+7% +$42.7K 0.33% 87
2022
Q1 		$590K Buy
6,940
+250
+4% +$20.1K 0.28% 91
2021
Q4 		$526K Buy
6,690
+159
+2% +$12K 0.24% 93
2021
Q3 		$477K Sell
6,531
-2,482
-28% -$189K 0.24% 95
2021
Q2 		$663K Buy
9,013
+40
+0.4% +$3.09K 0.32% 83
2021
Q1 		$682K Buy
8,973
+232
+3% +$16.9K 0.35% 77
2020
Q4 		$657K Buy
8,741
+485
+6% +$38.5K 0.35% 74
2020
Q3 		$652K Buy
8,256
+730
+10% +$57.3K 0.39% 69
2020
Q2 		$611K Buy
7,526
+4,057
+117% +$325K 0.4% 65
2020
Q1 		$250K Buy
3,469
+651
+23% +$53.2K 0.19% 122
2019
Q4 		$233K Buy
+2,818
New +$230K 0.14% 146

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

Bigelow Investment Advisors's D Position: Q2 2023 in Review

Bigelow Investment Advisors sold out of Dominion Energy (D) in Q2 2023, closing a stake of 8,126 shares — an estimated $454K sold.

Bigelow Investment Advisors first reported a position in D in Q4 2019 and held it in 14 quarters. The position peaked at $682K in Q1 2021. 1,283 funds tracked by Wall St. Rank hold D as of Q2 2023.

  • Bigelow Investment Advisors reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
  • Bigelow Investment Advisors sold 8,126 Dominion Energy shares in Q2 2023, an estimated $454K.
  • Bigelow Investment Advisors first reported a position in Dominion Energy in Q4 2019 and held it in 14 quarters.
  • Bigelow Investment Advisors's Dominion Energy position peaked at $682K in Q1 2021.
  • 1,283 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on Bigelow Investment Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.