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Goldstone Financial Group’s Dominion Energy D Stock Holding History

Goldstone Financial Group’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
-3,658
Closed -$205K – 165
2023
Q1 		$205K Buy
+3,658
New +$214K 0.07% 149

Other funds holding D

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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

Goldstone Financial Group's D Position: Q2 2023 in Review

Goldstone Financial Group sold out of Dominion Energy (D) in Q2 2023, closing a stake of 3,658 shares — an estimated $205K sold.

Goldstone Financial Group first reported a position in D in Q1 2023 and held it in 1 quarter. The position peaked at $205K in Q1 2023. 1,282 funds tracked by Wall St. Rank hold D as of Q2 2023.

  • Goldstone Financial Group reported no remaining Dominion Energy position as of Q2 2023 after selling out during the quarter.
  • Goldstone Financial Group sold 3,658 Dominion Energy shares in Q2 2023, an estimated $205K.
  • Goldstone Financial Group first reported a position in Dominion Energy in Q1 2023 and held it in 1 quarter.
  • Goldstone Financial Group's Dominion Energy position peaked at $205K in Q1 2023.
  • 1,282 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2023.

Based on Goldstone Financial Group's 13F filing for Q2 2023, filed 15 Jan 2025.