Connectus Wealth’s Dominion Energy D Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,212
Closed -$236K 455
2023
Q1
$236K Buy
+4,212
New +$246K 0.01% 409
2022
Q3
Sell
-3,795
Closed -$303K 505
2022
Q2
$303K Buy
+3,795
New +$313K 0.01% 381

Other funds holding D

Connectus Wealth's D Position: Q2 2023 in Review

Connectus Wealth sold out of Dominion Energy (D) in Q2 2023, closing a stake of 4,212 shares — an estimated $236K sold.

Connectus Wealth first reported a position in D in Q2 2022 and held it in 2 quarters. The position peaked at $303K in Q2 2022. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

  • Connectus Wealth reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
  • Connectus Wealth sold 4,212 Dominion Energy shares in Q2 2023, an estimated $236K.
  • Connectus Wealth first reported a position in Dominion Energy in Q2 2022 and held it in 2 quarters.
  • Connectus Wealth's Dominion Energy position peaked at $303K in Q2 2022.
  • 1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on Connectus Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.