Disciplined Investments’s Dominion Energy D Stock Holding History

Disciplined Investments’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	–	Sell	-28	Closed	-$1.45K	–	456
2023 Q2	$1.45K	Sell	28 -1	-3%	-$54	﹤0.01%	794
2023 Q1	$1.62K	Buy	29 +16	+123%	+$936	﹤0.01%	756
2022 Q4	$797	Sell	13 -365	-97%	-$22.9K	﹤0.01%	998
2022 Q3	$26K	Buy	378 +56	+17%	+$4.52K	0.01%	281
2022 Q2	$26K	Buy	322 +6	+2%	+$495	0.01%	287
2022 Q1	$27K	Buy	316 +28	+10%	+$2.25K	0.01%	298
2021 Q4	$23K	Buy	288 +275	+2,115%	+$20.7K	0.01%	290
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	416
2021 Q2	$1K	Sell	13 -130	-91%	-$10K	﹤0.01%	400
2021 Q1	$11K	Buy	143 +13	+10%	+$944	0.01%	253
2020 Q4	$10K	Hold	130	–	–	0.01%	225
2020 Q3	$10K	Sell	130 -13	-9%	-$1.02K	0.01%	258
2020 Q2	$12K	Hold	143	–	–	0.01%	258
2020 Q1	$10K	Sell	143 -46	-24%	-$3.76K	0.01%	271
2019 Q4	$16K	Buy	+189	New	+$15.4K	0.01%	258

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Disciplined Investments's D Position: Q3 2023 in Review

Disciplined Investments sold out of Dominion Energy (D) in Q3 2023, closing a stake of 28 shares — an estimated $1.45K sold.

Disciplined Investments first reported a position in D in Q4 2019 and held it in 15 quarters. The position peaked at $27K in Q1 2022. 1,202 funds tracked by Wall St. Rank hold D as of Q3 2023.

Disciplined Investments reported no remaining Dominion Energy position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 28 Dominion Energy shares in Q3 2023, an estimated $1.45K.
Disciplined Investments first reported a position in Dominion Energy in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Dominion Energy position peaked at $27K in Q1 2022.
1,202 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.