Freedom Investment Management’s Dominion Energy D Stock Holding History

Freedom Investment Management’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	-7,163	Closed	-$439K	–	714
2022 Q4	$439K	Buy	7,163 +78	+1%	+$4.9K	0.05%	469
2022 Q3	$490K	Buy	7,085 +334	+5%	+$27K	0.06%	428
2022 Q2	$539K	Buy	6,751 +781	+13%	+$64.5K	0.06%	429
2022 Q1	$507K	Buy	5,970 +3,079	+107%	+$247K	0.05%	467
2021 Q4	$227K	Sell	2,891 -184	-6%	-$13.8K	0.02%	763
2021 Q3	$225K	Sell	3,075 -122	-4%	-$9.3K	0.02%	720
2021 Q2	$235K	Buy	3,197 +136	+4%	+$10.5K	0.02%	775
2021 Q1	$233K	Sell	3,061 -215	-7%	-$15.6K	0.02%	739
2020 Q4	$246K	Buy	+3,276	New	+$260K	0.03%	521
2019 Q2	–	Sell	-3,245	Closed	-$249K	–	695
2019 Q1	$249K	Buy	+3,245	New	+$237K	0.02%	578

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

Freedom Investment Management's D Position: Q1 2023 in Review

Freedom Investment Management sold out of Dominion Energy (D) in Q1 2023, closing a stake of 7,163 shares — an estimated $439K sold.

Freedom Investment Management first reported a position in D in Q1 2019 and held it in 10 quarters. The position peaked at $539K in Q2 2022. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

Freedom Investment Management reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
Freedom Investment Management sold 7,163 Dominion Energy shares in Q1 2023, an estimated $439K.
Freedom Investment Management first reported a position in Dominion Energy in Q1 2019 and held it in 10 quarters.
Freedom Investment Management's Dominion Energy position peaked at $539K in Q2 2022.
1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.