Investment Research & Advisory Group’s Dominion Energy D Stock Holding History

Investment Research & Advisory Group’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	-865	Closed	-$44.8K	–	219
2023 Q2	$44.8K	Hold	865	–	–	0.03%	105
2023 Q1	$48.4K	Hold	865	–	–	0.03%	95
2022 Q4	$53K	Sell	865 -300	-26%	-$18.8K	0.03%	92
2022 Q3	$81K	Sell	1,165 -287	-20%	-$23.2K	0.06%	80
2022 Q2	$116K	Buy	1,452 +287	+25%	+$23.7K	0.08%	71
2022 Q1	$99K	Hold	1,165	–	–	0.06%	83
2021 Q4	$92K	Hold	1,165	–	–	0.06%	87
2021 Q3	$86K	Hold	1,165	–	–	0.06%	87
2021 Q2	$86K	Hold	1,165	–	–	0.06%	96
2021 Q1	$88K	Hold	1,165	–	–	0.06%	82
2020 Q4	$88K	Sell	1,165 -136	-10%	-$10.8K	0.07%	80
2020 Q3	$103K	Hold	1,301	–	–	0.09%	71
2020 Q2	$105K	Hold	1,301	–	–	0.09%	69
2020 Q1	$94K	Buy	1,301 +300	+30%	+$24.5K	0.09%	63
2019 Q4	$83K	Buy	+1,001	New	+$81.8K	0.08%	78

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

Investment Research & Advisory Group's D Position: Q3 2023 in Review

Investment Research & Advisory Group sold out of Dominion Energy (D) in Q3 2023, closing a stake of 865 shares — an estimated $44.8K sold.

Investment Research & Advisory Group first reported a position in D in Q4 2019 and held it in 15 quarters. The position peaked at $116K in Q2 2022. 1,202 funds tracked by Wall St. Rank hold D as of Q3 2023.

Investment Research & Advisory Group reported no remaining Dominion Energy position as of Q3 2023 after selling out during the quarter.
Investment Research & Advisory Group sold 865 Dominion Energy shares in Q3 2023, an estimated $44.8K.
Investment Research & Advisory Group first reported a position in Dominion Energy in Q4 2019 and held it in 15 quarters.
Investment Research & Advisory Group's Dominion Energy position peaked at $116K in Q2 2022.
1,202 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Investment Research & Advisory Group's 13F filing for Q3 2023, filed 19 Oct 2023.