DIA
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Dana Investment Advisors’s Dominion Energy D Stock Holding History

Dana Investment 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
-5,151
Closed -$356K – 407
2022
Q3 		$356K Sell
5,151
-1,172
-19% -$94.6K 0.02% 341
2022
Q2 		$505K Buy
+6,323
New +$522K 0.03% 305

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dana Investment Advisors's D Position: Q4 2022 in Review

Dana Investment Advisors sold out of Dominion Energy (D) in Q4 2022, closing a stake of 5,151 shares — an estimated $356K sold.

Dana Investment Advisors first reported a position in D in Q2 2022 and held it in 2 quarters. The position peaked at $505K in Q2 2022. 1,428 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • Dana Investment Advisors reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • Dana Investment Advisors sold 5,151 Dominion Energy shares in Q4 2022, an estimated $356K.
  • Dana Investment Advisors first reported a position in Dominion Energy in Q2 2022 and held it in 2 quarters.
  • Dana Investment Advisors's Dominion Energy position peaked at $505K in Q2 2022.
  • 1,428 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Dana Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.