Financial Insights’s Dominion Energy D Stock Holding History

Financial Insights’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	-3,589	Closed	-$220K	–	162
2022 Q4	$220K	Buy	3,589 +308	+9%	+$19.3K	0.1%	137
2022 Q3	$227K	Buy	+3,281	New	+$265K	0.15%	111

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Financial Insights's D Position: Q1 2023 in Review

Financial Insights sold out of Dominion Energy (D) in Q1 2023, closing a stake of 3,589 shares — an estimated $220K sold.

Financial Insights first reported a position in D in Q3 2022 and held it in 2 quarters. The position peaked at $227K in Q3 2022. 1,325 funds tracked by Wall St. Rank hold D as of Q1 2023.

Financial Insights reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
Financial Insights sold 3,589 Dominion Energy shares in Q1 2023, an estimated $220K.
Financial Insights first reported a position in Dominion Energy in Q3 2022 and held it in 2 quarters.
Financial Insights's Dominion Energy position peaked at $227K in Q3 2022.
1,325 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Financial Insights's 13F filing for Q1 2023, filed 18 Apr 2023.