FCIM
D icon

Fairview Capital Investment Management’s Dominion Energy D Stock Holding History

Fairview Capital Investment 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
2022
Q4 		– Sell
-3,018
Closed -$208K – 138
2022
Q3 		$208K Hold
3,018
– – 0.01% 125
2022
Q2 		$240K Buy
+3,018
New +$249K 0.02% 129

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State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fairview Capital Investment Management's D Position: Q4 2022 in Review

Fairview Capital Investment Management sold out of Dominion Energy (D) in Q4 2022, closing a stake of 3,018 shares — an estimated $208K sold.

Fairview Capital Investment Management first reported a position in D in Q2 2022 and held it in 2 quarters. The position peaked at $240K in Q2 2022. 1,428 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • Fairview Capital Investment Management reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • Fairview Capital Investment Management sold 3,018 Dominion Energy shares in Q4 2022, an estimated $208K.
  • Fairview Capital Investment Management first reported a position in Dominion Energy in Q2 2022 and held it in 2 quarters.
  • Fairview Capital Investment Management's Dominion Energy position peaked at $240K in Q2 2022.
  • 1,428 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Fairview Capital Investment Management's 13F filing for Q4 2022, filed 10 Feb 2023.