Center For Asset Management’s Dominion Energy D Stock Holding History

Center For Asset 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
2023 Q2	–	Sell	-10,449	Closed	-$584K	–	108
2023 Q1	$584K	Buy	10,449 +50	+0.5%	+$2.93K	0.57%	44
2022 Q4	$638K	Buy	10,399 +211	+2%	+$13.3K	0.59%	43
2022 Q3	$704K	Buy	10,188 +2,465	+32%	+$199K	0.7%	34
2022 Q2	$616K	Buy	+7,723	New	+$638K	0.57%	42

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 $298B AUM 21.96% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Center For Asset Management's D Position: Q2 2023 in Review

Center For Asset Management sold out of Dominion Energy (D) in Q2 2023, closing a stake of 10,449 shares — an estimated $584K sold.

Center For Asset Management first reported a position in D in Q2 2022 and held it in 4 quarters. The position peaked at $704K in Q3 2022. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

Center For Asset Management reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
Center For Asset Management sold 10,449 Dominion Energy shares in Q2 2023, an estimated $584K.
Center For Asset Management first reported a position in Dominion Energy in Q2 2022 and held it in 4 quarters.
Center For Asset Management's Dominion Energy position peaked at $704K in Q3 2022.
1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on Center For Asset Management's 13F filing for Q2 2023, filed 24 Jul 2023.