FCA
D icon

Fortis Capital Advisors’s Dominion Energy D Stock Holding History

Fortis Capital 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
Q2 		– Sell
-119
Closed -$6.65K – 225
2023
Q1 		$6.65K Buy
119
+45
+61% +$2.63K ﹤0.01% 486
2022
Q4 		$4.54K Buy
+74
New +$4.65K ﹤0.01% 522

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortis Capital Advisors's D Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Dominion Energy (D) in Q2 2023, closing a stake of 119 shares — an estimated $6.65K sold.

Fortis Capital Advisors first reported a position in D in Q4 2022 and held it in 2 quarters. The position peaked at $6.65K in Q1 2023. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 119 Dominion Energy shares in Q2 2023, an estimated $6.65K.
  • Fortis Capital Advisors first reported a position in Dominion Energy in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Dominion Energy position peaked at $6.65K in Q1 2023.
  • 1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.