Column Capital Advisors’s Dominion Energy D Stock Holding History

Column 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
2023 Q3	$179K	Hold	4,000	–	–	0.03%	151
2023 Q2	$207K	Hold	4,000	–	–	0.03%	137
2023 Q1	$224K	Buy	+4,000	New	+$234K	0.03%	132
2022 Q1	–	Sell	-24	Closed	-$2K	–	735
2021 Q4	$2K	Buy	24 +11	+85%	+$828	﹤0.01%	650
2021 Q3	$1K	Sell	13 -1	-7%	-$76	﹤0.01%	666
2021 Q2	$1K	Sell	14 -42	-75%	-$3.24K	﹤0.01%	662
2021 Q1	$4K	Sell	56 -26	-32%	-$1.89K	﹤0.01%	546
2020 Q4	$6K	Hold	82	–	–	﹤0.01%	512
2020 Q3	$6K	Hold	82	–	–	﹤0.01%	508
2020 Q2	$6K	Hold	82	–	–	﹤0.01%	544
2020 Q1	$6K	Hold	82	–	–	﹤0.01%	454
2019 Q4	$6K	Buy	+82	New	+$6.7K	﹤0.01%	505

Other funds holding D

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Column Capital Advisors's D Position: Q3 2023 in Review

Column Capital Advisors held its Dominion Energy (D) position steady in Q3 2023 at 4,000 shares worth $179K. The position accounts for 0.03% of the portfolio, ranked #151.

Column Capital Advisors first reported a position in D in Q4 2019 and has held it in 12 quarters since. The position peaked at $224K in Q1 2023. 1,203 funds tracked by Wall St. Rank hold D as of Q3 2023.

Column Capital Advisors held 4,000 shares of Dominion Energy worth $179K as of Q3 2023.
Column Capital Advisors left its Dominion Energy share count unchanged in Q3 2023.
Dominion Energy made up 0.03% of Column Capital Advisors's portfolio in Q3 2023, its #151 holding.
Column Capital Advisors first reported a position in Dominion Energy in Q4 2019 and has held it in 12 quarters since.
Column Capital Advisors's Dominion Energy position peaked at $224K in Q1 2023.
1,203 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.