EFS
D icon

Econ Financial Services’s Dominion Energy D Stock Holding History

Econ Financial Services’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
2024
Q1 		– Sell
-18,500
Closed -$870K – 87
2023
Q4 		$870K Buy
18,500
+2,300
+14% +$103K 0.61% 45
2023
Q3 		$724K Sell
16,200
-21,982
-58% -$1.09M 0.53% 49
2023
Q2 		$1.98M Buy
38,182
+342
+0.9% +$18.6K 1.4% 30
2023
Q1 		$2.12M Buy
+37,840
New +$2.21M 1.6% 24

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Econ Financial Services's D Position: Q1 2024 in Review

Econ Financial Services sold out of Dominion Energy (D) in Q1 2024, closing a stake of 18,500 shares — an estimated $870K sold.

Econ Financial Services first reported a position in D in Q1 2023 and held it in 4 quarters. The position peaked at $2.12M in Q1 2023. 1,223 funds tracked by Wall St. Rank hold D as of Q1 2024.

  • Econ Financial Services reported no remaining Dominion Energy position as of Q1 2024 after selling out during the quarter.
  • Econ Financial Services sold 18,500 Dominion Energy shares in Q1 2024, an estimated $870K.
  • Econ Financial Services first reported a position in Dominion Energy in Q1 2023 and held it in 4 quarters.
  • Econ Financial Services's Dominion Energy position peaked at $2.12M in Q1 2023.
  • 1,223 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on Econ Financial Services's 13F filing for Q1 2024, filed 15 May 2024.