Desjardins Global Asset Management’s Dominion Energy D Stock Holding History

Desjardins Global Asset 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	-8,288	Closed	-$463K	–	634
2023 Q1	$463K	Sell	8,288 -1,780	-18%	-$104K	0.06%	266
2022 Q4	$617K	Buy	+10,068	New	+$632K	0.1%	198
2022 Q2	–	Sell	-6,471	Closed	-$549K	–	482
2022 Q1	$549K	Sell	6,471 -320	-5%	-$25.7K	0.05%	248
2021 Q4	$533K	Buy	+6,791	New	+$511K	0.05%	272

Other funds holding D

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Desjardins Global Asset Management's D Position: Q2 2023 in Review

Desjardins Global Asset Management sold out of Dominion Energy (D) in Q2 2023, closing a stake of 8,288 shares — an estimated $463K sold.

Desjardins Global Asset Management first reported a position in D in Q4 2021 and held it in 4 quarters. The position peaked at $617K in Q4 2022. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

Desjardins Global Asset Management reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
Desjardins Global Asset Management sold 8,288 Dominion Energy shares in Q2 2023, an estimated $463K.
Desjardins Global Asset Management first reported a position in Dominion Energy in Q4 2021 and held it in 4 quarters.
Desjardins Global Asset Management's Dominion Energy position peaked at $617K in Q4 2022.
1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on Desjardins Global Asset Management's 13F filing for Q2 2023, filed 7 Aug 2023.