FPIS
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Financial Planning & Information Services’s Dominion Energy D Stock Holding History

Financial Planning & Information Services’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
2024
Q1 		– Sell
-4,428
Closed -$208K – 87
2023
Q4 		$208K Sell
4,428
-444
-9% -$19.8K 0.03% 81
2023
Q3 		$218K Sell
4,872
-178
-4% -$8.84K 0.04% 78
2023
Q2 		$262K Buy
5,050
+6
+0.1% +$326 0.05% 75
2023
Q1 		$282K Buy
5,044
+42
+0.8% +$2.46K 0.05% 73
2022
Q4 		$307K Sell
5,002
-281
-5% -$17.6K 0.07% 69
2022
Q3 		$365K Buy
5,283
+32
+0.6% +$2.58K 0.09% 57
2022
Q2 		$419K Sell
5,251
-629
-11% -$51.9K 0.1% 53
2022
Q1 		$500K Sell
5,880
-631
-10% -$50.7K 0.11% 54
2021
Q4 		$512K Buy
6,511
+41
+0.6% +$3.08K 0.13% 52
2021
Q3 		$472K Sell
6,470
-97
-1% -$7.4K 0.13% 53
2021
Q2 		$483K Buy
6,567
+523
+9% +$40.4K 0.14% 47
2021
Q1 		$459K Buy
6,044
+1,408
+30% +$102K 0.14% 49
2020
Q4 		$349K Buy
4,636
+33
+0.7% +$2.62K 0.12% 50
2020
Q3 		$363K Buy
+4,603
New +$362K 0.14% 48

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Planning & Information Services's D Position: Q1 2024 in Review

Financial Planning & Information Services sold out of Dominion Energy (D) in Q1 2024, closing a stake of 4,428 shares — an estimated $208K sold.

Financial Planning & Information Services first reported a position in D in Q3 2020 and held it in 14 quarters. The position peaked at $512K in Q4 2021. 1,223 funds tracked by Wall St. Rank hold D as of Q1 2024.

  • Financial Planning & Information Services reported no remaining Dominion Energy position as of Q1 2024 after selling out during the quarter.
  • Financial Planning & Information Services sold 4,428 Dominion Energy shares in Q1 2024, an estimated $208K.
  • Financial Planning & Information Services first reported a position in Dominion Energy in Q3 2020 and held it in 14 quarters.
  • Financial Planning & Information Services's Dominion Energy position peaked at $512K in Q4 2021.
  • 1,223 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on Financial Planning & Information Services's 13F filing for Q1 2024, filed 14 May 2024.