KI
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Kapitalo Investimentos’s Dominion Energy D Stock Holding History

Kapitalo Investimentos’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
Q4 		– Sell
-1,430
Closed -$63.9K – 567
2023
Q3 		$63.9K Buy
+1,430
New +$71K 0.01% 459

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kapitalo Investimentos's D Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Dominion Energy (D) in Q4 2023, closing a stake of 1,430 shares — an estimated $63.9K sold.

Kapitalo Investimentos first reported a position in D in Q3 2023 and held it in 1 quarter. The position peaked at $63.9K in Q3 2023. 1,234 funds tracked by Wall St. Rank hold D as of Q4 2023.

  • Kapitalo Investimentos reported no remaining Dominion Energy position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,430 Dominion Energy shares in Q4 2023, an estimated $63.9K.
  • Kapitalo Investimentos first reported a position in Dominion Energy in Q3 2023 and held it in 1 quarter.
  • Kapitalo Investimentos's Dominion Energy position peaked at $63.9K in Q3 2023.
  • 1,234 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.