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Horizon Bancorp’s Dominion Energy D Stock Holding History

Horizon Bancorp’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
2024
Q1 		– Sell
-900
Closed -$42K – 239
2023
Q4 		$42K Hold
900
– – 0.02% 152
2023
Q3 		$40K Hold
900
– – 0.03% 142
2023
Q2 		$47K Buy
+900
New +$48.9K 0.03% 118

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Horizon Bancorp's D Position: Q1 2024 in Review

Horizon Bancorp sold out of Dominion Energy (D) in Q1 2024, closing a stake of 900 shares — an estimated $42K sold.

Horizon Bancorp first reported a position in D in Q2 2023 and held it in 3 quarters. The position peaked at $47K in Q2 2023. 1,223 funds tracked by Wall St. Rank hold D as of Q1 2024.

  • Horizon Bancorp reported no remaining Dominion Energy position as of Q1 2024 after selling out during the quarter.
  • Horizon Bancorp sold 900 Dominion Energy shares in Q1 2024, an estimated $42K.
  • Horizon Bancorp first reported a position in Dominion Energy in Q2 2023 and held it in 3 quarters.
  • Horizon Bancorp's Dominion Energy position peaked at $47K in Q2 2023.
  • 1,223 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on Horizon Bancorp's 13F filing for Q1 2024, filed 19 Apr 2024.