KWILP
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Kiwi Wealth Investments Limited Partnership’s Dominion Energy D Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-73,070
Closed -$4.48M – 180
2022
Q4 		$4.48M Buy
73,070
+21,810
+43% +$1.37M 0.3% 85
2022
Q3 		$4.09M Hold
51,260
– – 0.28% 95
2022
Q2 		$4.09M Sell
51,260
-8,612
-14% -$711K 0.28% 95
2022
Q1 		$5.09M Sell
59,872
-15,258
-20% -$1.23M 0.27% 109
2021
Q4 		$5.9M Sell
75,130
-415
-0.5% -$31.2K 0.28% 99
2021
Q3 		$5.52M Buy
75,545
+4,085
+6% +$311K 0.28% 94
2021
Q2 		$5.26M Buy
+71,460
New +$5.52M 0.27% 98
2021
Q1 		– Sell
-117,099
Closed -$8.81M – 232
2020
Q4 		$8.81M Buy
117,099
+17,275
+17% +$1.37M 0.52% 53
2020
Q3 		$7.88M Sell
99,824
-62,325
-38% -$4.9M 0.55% 50
2020
Q2 		$13.2M Buy
162,149
+44,331
+38% +$3.56M 1.07% 27
2020
Q1 		$8.51M Buy
117,818
+34,911
+42% +$2.85M 0.85% 32
2019
Q4 		$6.87M Buy
+82,907
New +$6.77M 0.5% 54

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 $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's D Position: Q1 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Dominion Energy (D) in Q1 2023, closing a stake of 73,070 shares — an estimated $4.48M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in D in Q4 2019 and held it in 12 quarters. The position peaked at $13.2M in Q2 2020. 1,325 funds tracked by Wall St. Rank hold D as of Q1 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 73,070 Dominion Energy shares in Q1 2023, an estimated $4.48M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Dominion Energy in Q4 2019 and held it in 12 quarters.
  • Kiwi Wealth Investments Limited Partnership's Dominion Energy position peaked at $13.2M in Q2 2020.
  • 1,325 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2023, filed 16 May 2023.