Investment Partners’s Dominion Energy D Stock Holding History

Investment Partners’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 Q1	–	Sell	-4,905	Closed	-$231K	–	143
2023 Q4	$231K	Buy	+4,905	New	+$219K	0.11%	128
2023 Q1	–	Sell	-3,392	Closed	-$208K	–	140
2022 Q4	$208K	Sell	3,392 -10,459	-76%	-$657K	0.11%	140
2022 Q3	$957K	Buy	+13,851	New	+$1.12M	0.28%	89
2020 Q4	–	Sell	-3,857	Closed	-$304K	–	145
2020 Q3	$304K	Sell	3,857 -70	-2%	-$5.5K	0.18%	96
2020 Q2	$319K	Buy	+3,927	New	+$315K	0.19%	91
2016 Q4	–	Sell	-12,862	Closed	-$955K	–	127
2016 Q3	$955K	Buy	+12,862	New	+$980K	0.54%	62
2016 Q2	–	Sell	-13,242	Closed	-$896K	–	126
2016 Q1	$896K	Buy	+13,242	New	+$937K	0.58%	59

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Investment Partners's D Position: Q1 2024 in Review

Investment Partners sold out of Dominion Energy (D) in Q1 2024, closing a stake of 4,905 shares — an estimated $231K sold.

Investment Partners first reported a position in D in Q1 2016 and held it in 7 quarters. The position peaked at $957K in Q3 2022. 1,223 funds tracked by Wall St. Rank hold D as of Q1 2024.

Investment Partners reported no remaining Dominion Energy position as of Q1 2024 after selling out during the quarter.
Investment Partners sold 4,905 Dominion Energy shares in Q1 2024, an estimated $231K.
Investment Partners first reported a position in Dominion Energy in Q1 2016 and held it in 7 quarters.
Investment Partners's Dominion Energy position peaked at $957K in Q3 2022.
1,223 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on Investment Partners's 13F filing for Q1 2024, filed 16 Apr 2024.