Inlet Private Wealth’s Dominion Energy D Stock Holding History

Inlet Private 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
2023 Q3	–	Sell	-3,973	Closed	-$206K	–	123
2023 Q2	$206K	Hold	3,973	–	–	0.05%	131
2023 Q1	$222K	Hold	3,973	–	–	0.06%	122
2022 Q4	$244K	Buy	+3,973	New	+$250K	0.06%	120

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Inlet Private Wealth's D Position: Q3 2023 in Review

Inlet Private Wealth sold out of Dominion Energy (D) in Q3 2023, closing a stake of 3,973 shares — an estimated $206K sold.

Inlet Private Wealth first reported a position in D in Q4 2022 and held it in 3 quarters. The position peaked at $244K in Q4 2022. 1,202 funds tracked by Wall St. Rank hold D as of Q3 2023.

Inlet Private Wealth reported no remaining Dominion Energy position as of Q3 2023 after selling out during the quarter.
Inlet Private Wealth sold 3,973 Dominion Energy shares in Q3 2023, an estimated $206K.
Inlet Private Wealth first reported a position in Dominion Energy in Q4 2022 and held it in 3 quarters.
Inlet Private Wealth's Dominion Energy position peaked at $244K in Q4 2022.
1,202 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Inlet Private Wealth's 13F filing for Q3 2023, filed 30 Oct 2023.