CFS
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CRA Financial Services’s Dominion Energy D Stock Holding History

CRA Financial Services’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
-4,854
Closed -$271K – 212
2023
Q1 		$271K Sell
4,854
-350
-7% -$20.5K 0.08% 156
2022
Q4 		$319K Buy
5,204
+263
+5% +$16.5K 0.1% 137
2022
Q3 		$341K Hold
4,941
– – 0.12% 132
2022
Q2 		$394K Buy
4,941
+37
+0.8% +$3.06K 0.14% 125
2022
Q1 		$417K Hold
4,904
– – 0.13% 119
2021
Q4 		$385K Sell
4,904
-1,225
-20% -$92.2K 0.11% 132
2021
Q3 		$448K Buy
6,129
+75
+1% +$5.72K 0.15% 113
2021
Q2 		$445K Buy
6,054
+323
+6% +$24.9K 0.15% 113
2021
Q1 		$435K Buy
5,731
+750
+15% +$54.5K 0.17% 103
2020
Q4 		$375K Buy
4,981
+266
+6% +$21.1K 0.16% 104
2020
Q3 		$372K Sell
4,715
-200
-4% -$15.7K 0.18% 93
2020
Q2 		$399K Buy
4,915
+150
+3% +$12K 0.21% 92
2020
Q1 		$344K Buy
4,765
+50
+1% +$4.08K 0.22% 96
2019
Q4 		$390K Buy
4,715
+200
+4% +$16.3K 0.21% 93
2019
Q3 		$366K Buy
4,515
+300
+7% +$23.2K 0.22% 91
2019
Q2 		$326K Hold
4,215
– – 0.2% 99
2019
Q1 		$323K Buy
4,215
+315
+8% +$23K 0.21% 102
2018
Q4 		$279K Buy
+3,900
New +$285K 0.2% 106

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

CRA Financial Services's D Position: Q2 2023 in Review

CRA Financial Services sold out of Dominion Energy (D) in Q2 2023, closing a stake of 4,854 shares — an estimated $271K sold.

CRA Financial Services first reported a position in D in Q4 2018 and held it in 18 quarters. The position peaked at $448K in Q3 2021. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

  • CRA Financial Services reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
  • CRA Financial Services sold 4,854 Dominion Energy shares in Q2 2023, an estimated $271K.
  • CRA Financial Services first reported a position in Dominion Energy in Q4 2018 and held it in 18 quarters.
  • CRA Financial Services's Dominion Energy position peaked at $448K in Q3 2021.
  • 1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on CRA Financial Services's 13F filing for Q2 2023, filed 11 Jul 2023.