First Command Bank’s Dominion Energy D Stock Holding History

First Command Bank’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	$814K	Sell	15,722 -426	-3%	-$23.2K	0.08%	63
2023 Q1	$903K	Buy	16,148 +1,536	+11%	+$89.9K	0.09%	54
2022 Q4	$896K	Sell	14,612 -692	-5%	-$43.5K	0.11%	52
2022 Q3	$1.06M	Buy	15,304 +103	+0.7%	+$8.31K	0.15%	33
2022 Q2	$1.21M	Hold	15,201	–	–	0.18%	34
2022 Q1	$1.29M	Buy	15,201 +3,268	+27%	+$262K	0.18%	38
2021 Q4	$871K	Hold	11,933	–	–	0.15%	55
2021 Q3	$871K	Sell	11,933 -390	-3%	-$29.7K	0.15%	55
2021 Q2	$907K	Sell	12,323 -291	-2%	-$22.5K	0.1%	53
2021 Q1	$958K	Sell	12,614 -616	-5%	-$44.7K	0.21%	47
2020 Q4	$995K	Buy	13,230 +331	+3%	+$26.3K	0.24%	40
2020 Q3	$1.02M	Buy	12,899 +729	+6%	+$57.3K	0.29%	36
2020 Q2	$988K	Hold	12,170	–	–	0.32%	33
2020 Q1	$878K	Hold	12,170	–	–	0.48%	31
2019 Q4	$1.01M	Hold	12,170	–	–	0.48%	34
2019 Q3	$986K	Sell	12,170 -263	-2%	-$20.3K	0.5%	34
2019 Q2	$961K	Buy	12,433 +3,148	+34%	+$240K	0.49%	34
2019 Q1	$712K	Buy	9,285 +1,224	+15%	+$89.4K	0.35%	41
2018 Q4	$576K	Sell	8,061 -4,640	-37%	-$339K	0.3%	41
2018 Q3	$893K	Sell	12,701 -865	-6%	-$61.2K	0.25%	47
2018 Q2	$924K	Buy	13,566 +5,180	+62%	+$337K	0.27%	46
2018 Q1	$565K	Buy	8,386 +309	+4%	+$22.8K	0.31%	42
2017 Q4	$655K	Buy	8,077 +209	+3%	+$16.9K	0.37%	41
2017 Q3	$605K	Buy	7,868 +349	+5%	+$27.1K	0.38%	41
2017 Q2	$576K	Sell	7,519 -67	-0.9%	-$5.27K	0.38%	42
2017 Q1	$588K	Sell	7,586 -1,145	-13%	-$86.6K	0.41%	41
2016 Q4	$668K	Buy	+8,731	New	+$644K	0.54%	34

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

First Command Bank's D Position: Q2 2023 in Review

First Command Bank reduced its Dominion Energy (D) stake by 2.6% in Q2 2023, selling an estimated $23.2K and leaving 15,722 shares worth $814K. The position accounts for 0.08% of the portfolio, ranked #63.

First Command Bank first reported a position in D in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.29M in Q1 2022. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

First Command Bank held 15,722 shares of Dominion Energy worth $814K as of Q2 2023.
First Command Bank sold 426 Dominion Energy shares in Q2 2023, an estimated $23.2K.
Dominion Energy made up 0.08% of First Command Bank's portfolio in Q2 2023, its #63 holding.
First Command Bank first reported a position in Dominion Energy in Q4 2016 and has held it in 27 quarters since.
First Command Bank's Dominion Energy position peaked at $1.29M in Q1 2022.
1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.