FDCC
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Foster Dykema Cabot & Co’s Dominion Energy D Stock Holding History

Foster Dykema Cabot & Co’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 		$25K Sell
550
-368
-40% -$18.3K ﹤0.01% 190
2023
Q2 		$48K Buy
918
+368
+67% +$20K 0.01% 167
2023
Q1 		$31K Buy
+550
New +$32.2K ﹤0.01% 161

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

Foster Dykema Cabot & Co's D Position: Q3 2023 in Review

Foster Dykema Cabot & Co reduced its Dominion Energy (D) stake by 40% in Q3 2023, selling an estimated $18.3K and leaving 550 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Foster Dykema Cabot & Co first reported a position in D in Q1 2023 and has held it in 3 quarters since. The position peaked at $48K in Q2 2023. 1,202 funds tracked by Wall St. Rank hold D as of Q3 2023.

  • Foster Dykema Cabot & Co held 550 shares of Dominion Energy worth $25K as of Q3 2023.
  • Foster Dykema Cabot & Co sold 368 Dominion Energy shares in Q3 2023, an estimated $18.3K.
  • Dominion Energy made up ﹤0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #190 holding.
  • Foster Dykema Cabot & Co first reported a position in Dominion Energy in Q1 2023 and has held it in 3 quarters since.
  • Foster Dykema Cabot & Co's Dominion Energy position peaked at $48K in Q2 2023.
  • 1,202 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.