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Chronos Wealth Management’s Dominion Energy D Stock Holding History

Chronos Wealth 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
-23,301
Closed -$1.3M – 37
2023
Q1 		$1.3M Sell
23,301
-5,628
-19% -$329K 0.98% 23
2022
Q4 		$1.77M Sell
28,929
-7,357
-20% -$462K 1.4% 22
2022
Q3 		$2.51M Buy
36,286
+333
+0.9% +$26.9K 2.08% 20
2022
Q2 		$2.87M Buy
35,953
+487
+1% +$40.2K 2.15% 21
2022
Q1 		$3.01M Buy
35,466
+130
+0.4% +$10.4K 1.92% 23
2021
Q4 		$2.78M Buy
35,336
+2,330
+7% +$175K 1.68% 23
2021
Q3 		$2.41M Buy
33,006
+2,968
+10% +$226K 1.64% 23
2021
Q2 		$2.21M Buy
30,038
+1,616
+6% +$125K 1.52% 23
2021
Q1 		$2.16M Buy
28,422
+535
+2% +$38.9K 1.63% 22
2020
Q4 		$2.1M Buy
27,887
+20
+0.1% +$1.59K 1.72% 22
2020
Q3 		$2.2M Buy
27,867
+185
+0.7% +$14.5K 1.98% 20
2020
Q2 		$2.25M Buy
27,682
+1,200
+5% +$96.2K 2.17% 21
2020
Q1 		$1.91M Buy
26,482
+1,890
+8% +$154K 2.2% 20
2019
Q4 		$2.04M Buy
+24,592
New +$2.01M 2% 19

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

Chronos Wealth Management's D Position: Q2 2023 in Review

Chronos Wealth Management sold out of Dominion Energy (D) in Q2 2023, closing a stake of 23,301 shares — an estimated $1.3M sold.

Chronos Wealth Management first reported a position in D in Q4 2019 and held it in 14 quarters. The position peaked at $3.01M in Q1 2022. 1,283 funds tracked by Wall St. Rank hold D as of Q2 2023.

  • Chronos Wealth Management reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
  • Chronos Wealth Management sold 23,301 Dominion Energy shares in Q2 2023, an estimated $1.3M.
  • Chronos Wealth Management first reported a position in Dominion Energy in Q4 2019 and held it in 14 quarters.
  • Chronos Wealth Management's Dominion Energy position peaked at $3.01M in Q1 2022.
  • 1,283 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on Chronos Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.