DIP
D icon

DT Investment Partners’s Dominion Energy D Stock Holding History

DT Investment Partners’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
-310
Closed -$17.7K – 471
2023
Q1 		$17.7K Buy
310
+210
+210% +$12.3K ﹤0.01% 276
2022
Q4 		$6.13K Hold
100
– – ﹤0.01% 369
2022
Q3 		$7K Buy
+100
New +$8.07K ﹤0.01% 340

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

DT Investment Partners's D Position: Q2 2023 in Review

DT Investment Partners sold out of Dominion Energy (D) in Q2 2023, closing a stake of 310 shares — an estimated $17.7K sold.

DT Investment Partners first reported a position in D in Q3 2022 and held it in 3 quarters. The position peaked at $17.7K in Q1 2023. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

  • DT Investment Partners reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
  • DT Investment Partners sold 310 Dominion Energy shares in Q2 2023, an estimated $17.7K.
  • DT Investment Partners first reported a position in Dominion Energy in Q3 2022 and held it in 3 quarters.
  • DT Investment Partners's Dominion Energy position peaked at $17.7K in Q1 2023.
  • 1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on DT Investment Partners's 13F filing for Q2 2023, filed 28 Aug 2023.