IP
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Ignite Planners’s Dominion Energy D Stock Holding History

Ignite Planners’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
-5,330
Closed -$259K – 288
2023
Q4 		$259K Hold
5,330
– – 0.08% 234
2023
Q3 		$218K Buy
5,330
+5
+0.1% +$248 0.07% 288
2023
Q2 		$278K Hold
5,325
– – 0.11% 203
2023
Q1 		$309K Hold
5,325
– – 0.13% 187
2022
Q4 		$333K Buy
+5,325
New +$334K 0.14% 173
2022
Q2 		– Sell
-2,428
Closed -$206K – 166
2022
Q1 		$206K Buy
+2,428
New +$195K 0.14% 175

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

Ignite Planners's D Position: Q1 2024 in Review

Ignite Planners sold out of Dominion Energy (D) in Q1 2024, closing a stake of 5,330 shares — an estimated $259K sold.

Ignite Planners first reported a position in D in Q1 2022 and held it in 6 quarters. The position peaked at $333K in Q4 2022. 1,223 funds tracked by Wall St. Rank hold D as of Q1 2024.

  • Ignite Planners reported no remaining Dominion Energy position as of Q1 2024 after selling out during the quarter.
  • Ignite Planners sold 5,330 Dominion Energy shares in Q1 2024, an estimated $259K.
  • Ignite Planners first reported a position in Dominion Energy in Q1 2022 and held it in 6 quarters.
  • Ignite Planners's Dominion Energy position peaked at $333K in Q4 2022.
  • 1,223 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on Ignite Planners's 13F filing for Q1 2024, filed 12 Apr 2024.