Financial Engines Advisors
D icon

Financial Engines Advisors’s Dominion Energy D Stock Holding History

Financial Engines 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
Q3 		– Sell
-4,179
Closed -$216K – 284
2023
Q2 		$216K Buy
+4,179
New +$227K ﹤0.01% 273
2019
Q3 		– Sell
-222,641
Closed -$17.2M – 121
2019
Q2 		$17.2M Sell
222,641
-32,563
-13% -$2.48M 0.1% 36
2019
Q1 		$19.6M Sell
255,204
-4,230
-2% -$309K 0.11% 35
2018
Q4 		$18.5M Sell
259,434
-94,913
-27% -$6.93M 0.13% 35
2018
Q3 		$24.9M Buy
354,347
+131,152
+59% +$9.29M 0.47% 15
2018
Q2 		$15.2M Sell
223,195
-9,536
-4% -$621K 0.36% 16
2018
Q1 		$15.7M Sell
232,731
-4,991
-2% -$369K 0.46% 14
2017
Q4 		$19.3M Sell
237,722
-73,130
-24% -$5.92M 0.55% 13
2017
Q3 		$23.9M Buy
310,852
+66,656
+27% +$5.18M 0.8% 11
2017
Q2 		$18.7M Sell
244,196
-5,375
-2% -$423K 0.86% 10
2017
Q1 		$19.4M Sell
249,571
-81,263
-25% -$6.15M 0.91% 9
2016
Q4 		$25.3M Buy
330,834
+99,102
+43% +$7.3M 1.25% 7
2016
Q3 		$17.2M Sell
231,732
-13,549
-6% -$1.03M 13.73% 1
2016
Q2 		$19.1M Buy
245,281
+5,297
+2% +$384K 16.04% 1
2016
Q1 		$18M Sell
239,984
-66,457
-22% -$4.7M 14.95% 1
2015
Q4 		$20.7M Sell
306,441
-153,491
-33% -$10.6M 16.57% 1
2015
Q3 		$32.4M Buy
459,932
+249,016
+118% +$17.5M 22.75% 1
2015
Q2 		$14.1M Buy
210,916
+20,393
+11% +$1.43M 8.37% 3
2015
Q1 		$14.7M Sell
190,523
-28,377
-13% -$2.11M 12.43% 2
2014
Q4 		$16.8M Buy
218,900
+3,770
+2% +$273K 14.34% 1
2014
Q3 		$14.9M Sell
215,130
-34,508
-14% -$2.38M 11.47% 2
2014
Q2 		$17.9M Sell
249,638
-111,699
-31% -$7.84M 15.34% 1
2014
Q1 		$25.7M Buy
361,337
+114,569
+46% +$7.82M 20.98% 1
2013
Q4 		$16M Sell
246,768
-14,360
-5% -$924K 13.28% 1
2013
Q3 		$16.3M Sell
261,128
-8,565
-3% -$508K 13.6% 1
2013
Q2 		$15.3M Buy
+269,693
New +$15.8M 13.18% 2

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Engines Advisors's D Position: Q3 2023 in Review

Financial Engines Advisors sold out of Dominion Energy (D) in Q3 2023, closing a stake of 4,179 shares — an estimated $216K sold.

Financial Engines Advisors first reported a position in D in Q2 2013 and held it in 26 quarters. The position peaked at $32.4M in Q3 2015. 1,202 funds tracked by Wall St. Rank hold D as of Q3 2023.

  • Financial Engines Advisors reported no remaining Dominion Energy position as of Q3 2023 after selling out during the quarter.
  • Financial Engines Advisors sold 4,179 Dominion Energy shares in Q3 2023, an estimated $216K.
  • Financial Engines Advisors first reported a position in Dominion Energy in Q2 2013 and held it in 26 quarters.
  • Financial Engines Advisors's Dominion Energy position peaked at $32.4M in Q3 2015.
  • 1,202 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Financial Engines Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.