KB Financial Partners’s Dominion Energy D Stock Holding History

KB Financial 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
2023 Q3	$1K	Hold	21	–	–	﹤0.01%	561
2023 Q2	$1K	Hold	21	–	–	﹤0.01%	586
2023 Q1	$1K	Hold	21	–	–	﹤0.01%	574
2022 Q4	$1K	Sell	21 -394	-95%	-$24.7K	﹤0.01%	566
2022 Q3	$29K	Sell	415 -150	-27%	-$12.1K	0.01%	302
2022 Q2	$45K	Sell	565 -10	-2%	-$826	0.02%	258
2022 Q1	$49K	Sell	575 -3	-0.5%	-$241	0.01%	273
2021 Q4	$45K	Buy	+578	New	+$43.5K	0.01%	299
2021 Q3	–	Sell	-484	Closed	-$36K	–	261
2021 Q2	$36K	Sell	484 -1	-0.2%	-$77	0.01%	290
2021 Q1	$37K	Buy	+485	New	+$35.2K	0.02%	294

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

KB Financial Partners's D Position: Q3 2023 in Review

KB Financial Partners held its Dominion Energy (D) position steady in Q3 2023 at 21 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

KB Financial Partners first reported a position in D in Q1 2021 and has held it in 10 quarters since. The position peaked at $49K in Q1 2022. 1,202 funds tracked by Wall St. Rank hold D as of Q3 2023.

KB Financial Partners held 21 shares of Dominion Energy worth $1K as of Q3 2023.
KB Financial Partners left its Dominion Energy share count unchanged in Q3 2023.
Dominion Energy made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #561 holding.
KB Financial Partners first reported a position in Dominion Energy in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Dominion Energy position peaked at $49K in Q1 2022.
1,202 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.