IWA
D icon

Icon Wealth Advisors’s Dominion Energy D Stock Holding History

Icon Wealth Advisors’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
-2,108
Closed -$146K – 350
2022
Q3 		$146K Buy
+2,108
New +$170K 0.02% 341

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Icon Wealth Advisors's D Position: Q4 2022 in Review

Icon Wealth Advisors sold out of Dominion Energy (D) in Q4 2022, closing a stake of 2,108 shares — an estimated $146K sold.

Icon Wealth Advisors first reported a position in D in Q3 2022 and held it in 1 quarter. The position peaked at $146K in Q3 2022. 1,428 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • Icon Wealth Advisors reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,108 Dominion Energy shares in Q4 2022, an estimated $146K.
  • Icon Wealth Advisors first reported a position in Dominion Energy in Q3 2022 and held it in 1 quarter.
  • Icon Wealth Advisors's Dominion Energy position peaked at $146K in Q3 2022.
  • 1,428 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.