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Impact Partnership Wealth’s Dominion Energy D Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-1
Closed -$31 – 315
2024
Q1 		$31 Sell
1
-310
-100% -$14.5K ﹤0.01% 689
2023
Q4 		$14.6K Sell
311
-2,453
-89% -$109K 0.01% 450
2023
Q3 		$123K Buy
2,764
+2,744
+13,720% +$136K 0.04% 280
2023
Q2 		$1.04K Buy
+20
New +$1.09K ﹤0.01% 788

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

Impact Partnership Wealth's D Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Dominion Energy (D) in Q2 2024, closing a stake of 1 share — an estimated $31 sold.

Impact Partnership Wealth first reported a position in D in Q2 2023 and held it in 4 quarters. The position peaked at $123K in Q3 2023. 1,273 funds tracked by Wall St. Rank hold D as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Dominion Energy position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 1 Dominion Energy share in Q2 2024, an estimated $31.
  • Impact Partnership Wealth first reported a position in Dominion Energy in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Dominion Energy position peaked at $123K in Q3 2023.
  • 1,273 funds tracked by Wall St. Rank held Dominion Energy as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.