Financial Advisory Partners’s Dominion Energy D Stock Holding History

Financial Advisory 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 Q1	–	Sell	-19,826	Closed	-$1.22M	–	64
2022 Q4	$1.22M	Sell	19,826 -29,558	-60%	-$1.86M	0.5%	52
2022 Q3	$3.41M	Buy	49,384 +409	+0.8%	+$33K	1.49%	34
2022 Q2	$3.91M	Buy	48,975 +3,141	+7%	+$259K	1.61%	23
2022 Q1	$3.89M	Buy	45,834 +3,706	+9%	+$298K	1.44%	29
2021 Q4	$3.31M	Buy	+42,128	New	+$3.17M	1.21%	42

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Financial Advisory Partners's D Position: Q1 2023 in Review

Financial Advisory Partners sold out of Dominion Energy (D) in Q1 2023, closing a stake of 19,826 shares — an estimated $1.22M sold.

Financial Advisory Partners first reported a position in D in Q4 2021 and held it in 5 quarters. The position peaked at $3.91M in Q2 2022. 1,326 funds tracked by Wall St. Rank hold D as of Q1 2023.

Financial Advisory Partners reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
Financial Advisory Partners sold 19,826 Dominion Energy shares in Q1 2023, an estimated $1.22M.
Financial Advisory Partners first reported a position in Dominion Energy in Q4 2021 and held it in 5 quarters.
Financial Advisory Partners's Dominion Energy position peaked at $3.91M in Q2 2022.
1,326 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Financial Advisory Partners's 13F filing for Q1 2023, filed 4 Oct 2023.