Fiducient Advisors’s Dominion Energy D Stock Holding History

Fiducient 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	-3,631	Closed	-$203K	–	53
2023 Q1	$203K	Hold	3,631	–	–	0.07%	48
2022 Q4	$223K	Hold	3,631	–	–	0.07%	170
2022 Q3	$251K	Hold	3,631	–	–	0.12%	50
2022 Q2	$290K	Hold	3,631	–	–	0.11%	71
2022 Q1	$309K	Hold	3,631	–	–	0.12%	51
2021 Q4	$285K	Hold	3,631	–	–	0.09%	48
2021 Q3	$265K	Sell	3,631 -275	-7%	-$21K	0.08%	83
2021 Q2	$287K	Sell	3,906 -120	-3%	-$9.26K	0.09%	60
2021 Q1	$306K	Sell	4,026 -345	-8%	-$25.1K	0.1%	58
2020 Q4	$329K	Hold	4,371	–	–	0.12%	53
2020 Q3	$345K	Hold	4,371	–	–	0.19%	15
2020 Q2	$355K	Sell	4,371 -200	-4%	-$16K	0.21%	15
2020 Q1	$330K	Hold	4,571	–	–	0.19%	17
2019 Q4	$379K	Hold	4,571	–	–	0.21%	15
2019 Q3	$370K	Hold	4,571	–	–	0.21%	15
2019 Q2	$353K	Hold	4,571	–	–	0.21%	16
2019 Q1	$350K	Hold	4,571	–	–	0.17%	19
2018 Q4	$327K	Sell	4,571 -38	-0.8%	-$2.78K	0.19%	20
2018 Q3	$324K	Buy	4,609 +1	+0%	+$71	0.16%	18
2018 Q2	$314K	Sell	4,608 -550	-11%	-$35.8K	0.16%	18
2018 Q1	$348K	Buy	+5,158	New	+$381K	0.18%	18

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

Fiducient Advisors's D Position: Q2 2023 in Review

Fiducient Advisors sold out of Dominion Energy (D) in Q2 2023, closing a stake of 3,631 shares — an estimated $203K sold.

Fiducient Advisors first reported a position in D in Q1 2018 and held it in 21 quarters. The position peaked at $379K in Q4 2019. 1,283 funds tracked by Wall St. Rank hold D as of Q2 2023.

Fiducient Advisors reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
Fiducient Advisors sold 3,631 Dominion Energy shares in Q2 2023, an estimated $203K.
Fiducient Advisors first reported a position in Dominion Energy in Q1 2018 and held it in 21 quarters.
Fiducient Advisors's Dominion Energy position peaked at $379K in Q4 2019.
1,283 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on Fiducient Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.