Burleson & Co’s Dominion Energy D Stock Holding History

Burleson & Co’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	$9.81K	Buy	+160	New	+$10K	﹤0.01%	271

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Burleson & Co's D Position: Q4 2022 in Review

Burleson & Co opened a new position in Dominion Energy (D) in Q4 2022: 160 shares worth $9.81K. The stake represents ﹤0.01% of the portfolio and ranks #271 among its holdings.

1,428 funds tracked by Wall St. Rank hold D as of Q4 2022.

Burleson & Co held 160 shares of Dominion Energy worth $9.81K as of Q4 2022.
Dominion Energy was a new Burleson & Co position in Q4 2022.
Dominion Energy made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #271 holding.
1,428 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.