IFS
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Intelligent Financial Strategies’s Dominion Energy D Stock Holding History

Intelligent Financial Strategies’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
-127
Closed -$6.58K – 90
2023
Q2 		$6.58K Hold
127
– – ﹤0.01% 90
2023
Q1 		$7.1K Sell
127
-40
-24% -$2.34K 0.01% 92
2022
Q4 		$10.2K Hold
167
– – 0.01% 93
2022
Q3 		$12K Hold
167
– – 0.01% 89
2022
Q2 		$13K Hold
167
– – 0.01% 92
2022
Q1 		$14K Hold
167
– – 0.01% 100
2021
Q4 		$13K Buy
+167
New +$12.6K 0.01% 104

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Intelligent Financial Strategies's D Position: Q3 2023 in Review

Intelligent Financial Strategies sold out of Dominion Energy (D) in Q3 2023, closing a stake of 127 shares — an estimated $6.58K sold.

Intelligent Financial Strategies first reported a position in D in Q4 2021 and held it in 7 quarters. The position peaked at $14K in Q1 2022. 1,202 funds tracked by Wall St. Rank hold D as of Q3 2023.

  • Intelligent Financial Strategies reported no remaining Dominion Energy position as of Q3 2023 after selling out during the quarter.
  • Intelligent Financial Strategies sold 127 Dominion Energy shares in Q3 2023, an estimated $6.58K.
  • Intelligent Financial Strategies first reported a position in Dominion Energy in Q4 2021 and held it in 7 quarters.
  • Intelligent Financial Strategies's Dominion Energy position peaked at $14K in Q1 2022.
  • 1,202 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Intelligent Financial Strategies's 13F filing for Q3 2023, filed 30 Oct 2023.