Childress Capital Advisors’s Dominion Energy D Stock Holding History

Childress Capital 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
2022 Q4	–	Sell	-3,789	Closed	-$266K	–	186
2022 Q3	$266K	Buy	3,789 +293	+8%	+$23.7K	0.1%	135
2022 Q2	$279K	Buy	3,496 +132	+4%	+$10.9K	0.11%	125
2022 Q1	$285K	Buy	3,364 +243	+8%	+$19.5K	0.1%	142
2021 Q4	$245K	Buy	3,121 +96	+3%	+$7.22K	0.1%	152
2021 Q3	$219K	Buy	+3,025	New	+$231K	0.09%	168
2021 Q1	–	Sell	-2,387	Closed	-$180K	–	362
2020 Q4	$180K	Buy	+2,387	New	+$190K	0.11%	104

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

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

Childress Capital Advisors's D Position: Q4 2022 in Review

Childress Capital Advisors sold out of Dominion Energy (D) in Q4 2022, closing a stake of 3,789 shares — an estimated $266K sold.

Childress Capital Advisors first reported a position in D in Q4 2020 and held it in 6 quarters. The position peaked at $285K in Q1 2022. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

Childress Capital Advisors reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
Childress Capital Advisors sold 3,789 Dominion Energy shares in Q4 2022, an estimated $266K.
Childress Capital Advisors first reported a position in Dominion Energy in Q4 2020 and held it in 6 quarters.
Childress Capital Advisors's Dominion Energy position peaked at $285K in Q1 2022.
1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Childress Capital Advisors's 13F filing for Q4 2022, filed 3 Feb 2023.