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Indiana Trust & Investment Management’s Dominion Energy D Stock Holding History

Indiana Trust & Investment 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
Q4 		– Sell
-70
Closed -$3.13K – 451
2023
Q3 		$3.13K Buy
+70
New +$3.48K ﹤0.01% 406
2014
Q1 		– Sell
-105
Closed -$7K – 143
2013
Q4 		$7K Hold
105
– – ﹤0.01% 258
2013
Q3 		$7K Buy
+105
New +$6.23K ﹤0.01% 265

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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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Indiana Trust & Investment Management's D Position: Q4 2023 in Review

Indiana Trust & Investment Management sold out of Dominion Energy (D) in Q4 2023, closing a stake of 70 shares — an estimated $3.13K sold.

Indiana Trust & Investment Management first reported a position in D in Q3 2013 and held it in 3 quarters. The position peaked at $7K in Q4 2013. 1,235 funds tracked by Wall St. Rank hold D as of Q4 2023.

  • Indiana Trust & Investment Management reported no remaining Dominion Energy position as of Q4 2023 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 70 Dominion Energy shares in Q4 2023, an estimated $3.13K.
  • Indiana Trust & Investment Management first reported a position in Dominion Energy in Q3 2013 and held it in 3 quarters.
  • Indiana Trust & Investment Management's Dominion Energy position peaked at $7K in Q4 2013.
  • 1,235 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2023.

Based on Indiana Trust & Investment Management's 13F filing for Q4 2023, filed 23 Jan 2024.