Interactive Financial Advisors’s Dominion Energy D Stock Holding History

Interactive Financial Advisors’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 Q1	–	Sell	-1,720	Closed	-$105K	–	92
2022 Q4	$105K	Hold	1,720	–	–	0.06%	107
2022 Q3	$119K	Hold	1,720	–	–	0.07%	100
2022 Q2	$137K	Buy	1,720 +135	+9%	+$11.1K	0.07%	89
2022 Q1	$135K	Hold	1,585	–	–	0.06%	99
2021 Q4	$125K	Hold	1,585	–	–	0.05%	101
2021 Q3	$116K	Buy	1,585 +600	+61%	+$45.8K	0.05%	100
2021 Q2	$72K	Hold	985	–	–	0.03%	114
2021 Q1	$75K	Hold	985	–	–	0.03%	111
2020 Q4	$74K	Buy	985 +650	+194%	+$51.6K	0.03%	100
2020 Q3	$26K	Hold	335	–	–	0.01%	120
2020 Q2	$27K	Hold	335	–	–	0.01%	115
2020 Q1	$24K	Hold	335	–	–	0.02%	82
2019 Q4	$28K	Hold	335	–	–	0.01%	122
2019 Q3	$27K	Hold	335	–	–	0.01%	107
2019 Q2	$26K	Hold	335	–	–	0.01%	117
2019 Q1	$26K	Buy	+335	New	+$24.5K	0.01%	103

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Interactive Financial Advisors's D Position: Q1 2023 in Review

Interactive Financial Advisors sold out of Dominion Energy (D) in Q1 2023, closing a stake of 1,720 shares — an estimated $105K sold.

Interactive Financial Advisors first reported a position in D in Q1 2019 and held it in 16 quarters. The position peaked at $137K in Q2 2022. 1,325 funds tracked by Wall St. Rank hold D as of Q1 2023.

Interactive Financial Advisors reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 1,720 Dominion Energy shares in Q1 2023, an estimated $105K.
Interactive Financial Advisors first reported a position in Dominion Energy in Q1 2019 and held it in 16 quarters.
Interactive Financial Advisors's Dominion Energy position peaked at $137K in Q2 2022.
1,325 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.