HWM
D icon

Horizons Wealth Management’s Dominion Energy D Stock Holding History

Horizons Wealth 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
Q3 		– Sell
-300
Closed -$15.5K – 196
2023
Q2 		$15.5K Buy
+300
New +$16.3K 0.01% 137

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

Horizons Wealth Management's D Position: Q3 2023 in Review

Horizons Wealth Management sold out of Dominion Energy (D) in Q3 2023, closing a stake of 300 shares — an estimated $15.5K sold.

Horizons Wealth Management first reported a position in D in Q2 2023 and held it in 1 quarter. The position peaked at $15.5K in Q2 2023. 1,202 funds tracked by Wall St. Rank hold D as of Q3 2023.

  • Horizons Wealth Management reported no remaining Dominion Energy position as of Q3 2023 after selling out during the quarter.
  • Horizons Wealth Management sold 300 Dominion Energy shares in Q3 2023, an estimated $15.5K.
  • Horizons Wealth Management first reported a position in Dominion Energy in Q2 2023 and held it in 1 quarter.
  • Horizons Wealth Management's Dominion Energy position peaked at $15.5K in Q2 2023.
  • 1,202 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Horizons Wealth Management's 13F filing for Q3 2023, filed 12 Oct 2023.