Doliver Advisors’s Dominion Energy D Stock Holding History

Doliver 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
2023 Q2	–	Sell	-3,625	Closed	-$203K	–	166
2023 Q1	$203K	Sell	3,625 -125	-3%	-$7.32K	0.06%	158
2022 Q4	$230K	Buy	+3,750	New	+$236K	0.08%	138

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

Doliver Advisors's D Position: Q2 2023 in Review

Doliver Advisors sold out of Dominion Energy (D) in Q2 2023, closing a stake of 3,625 shares — an estimated $203K sold.

Doliver Advisors first reported a position in D in Q4 2022 and held it in 2 quarters. The position peaked at $230K in Q4 2022. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

Doliver Advisors reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
Doliver Advisors sold 3,625 Dominion Energy shares in Q2 2023, an estimated $203K.
Doliver Advisors first reported a position in Dominion Energy in Q4 2022 and held it in 2 quarters.
Doliver Advisors's Dominion Energy position peaked at $230K in Q4 2022.
1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on Doliver Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.