Hudson Edge Investment Partners’s Dominion Energy D Stock Holding History

Hudson Edge Investment Partners’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
2022 Q4	–	Sell	-3,400	Closed	-$235K	–	138
2022 Q3	$235K	Hold	3,400	–	–	0.09%	143
2022 Q2	$271K	Hold	3,400	–	–	0.1%	129
2022 Q1	$289K	Sell	3,400 -951	-22%	-$76.4K	0.09%	136
2021 Q4	$342K	Sell	4,351 -61,495	-93%	-$4.63M	0.11%	129
2021 Q3	$4.81M	Sell	65,846 -1,490	-2%	-$114K	1.58%	19
2021 Q2	$4.95M	Buy	67,336 +11,175	+20%	+$863K	1.58%	21
2021 Q1	$4.27M	Buy	56,161 +432	+0.8%	+$31.4K	1.41%	40
2020 Q4	$4.19M	Buy	55,729 +11,417	+26%	+$907K	1.49%	32
2020 Q3	$3.5M	Sell	44,312 -20,087	-31%	-$1.58M	1.4%	33
2020 Q2	$5.23M	Buy	+64,399	New	+$5.17M	1.69%	32

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hudson Edge Investment Partners's D Position: Q4 2022 in Review

Hudson Edge Investment Partners sold out of Dominion Energy (D) in Q4 2022, closing a stake of 3,400 shares — an estimated $235K sold.

Hudson Edge Investment Partners first reported a position in D in Q2 2020 and held it in 10 quarters. The position peaked at $5.23M in Q2 2020. 1,428 funds tracked by Wall St. Rank hold D as of Q4 2022.

Hudson Edge Investment Partners reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
Hudson Edge Investment Partners sold 3,400 Dominion Energy shares in Q4 2022, an estimated $235K.
Hudson Edge Investment Partners first reported a position in Dominion Energy in Q2 2020 and held it in 10 quarters.
Hudson Edge Investment Partners's Dominion Energy position peaked at $5.23M in Q2 2020.
1,428 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Hudson Edge Investment Partners's 13F filing for Q4 2022, filed 14 Feb 2023.