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KMG Fiduciary Partners’s Dominion Energy D Stock Holding History

KMG Fiduciary 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
2022
Q4 		– Sell
-4,078
Closed -$282K – 230
2022
Q3 		$282K Buy
4,078
+803
+25% +$64.8K 0.05% 170
2022
Q2 		$261K Buy
3,275
+262
+9% +$21.6K 0.05% 181
2022
Q1 		$256K Buy
3,013
+80
+3% +$6.42K 0.04% 187
2021
Q4 		$230K Hold
2,933
– – 0.04% 187
2021
Q3 		$214K Sell
2,933
-20
-0.7% -$1.52K 0.04% 191
2021
Q2 		$217K Sell
2,953
-7
-0.2% -$540 0.04% 191
2021
Q1 		$225K Sell
2,960
-1,664
-36% -$121K 0.04% 164
2020
Q4 		$338K Buy
4,624
+1,389
+43% +$110K 0.07% 135
2020
Q3 		$255K Buy
3,235
+20
+0.6% +$1.57K 0.06% 133
2020
Q2 		$261K Sell
3,215
-2,100
-40% -$168K 0.07% 120
2020
Q1 		$384K Sell
5,315
-45
-0.8% -$3.67K 0.12% 99
2019
Q4 		$444K Hold
5,360
– – 0.14% 89
2019
Q3 		$434K Buy
5,360
+200
+4% +$15.5K 0.15% 83
2019
Q2 		$399K Sell
5,160
-1,602
-24% -$122K 0.14% 83
2019
Q1 		$518K Buy
+6,762
New +$494K 0.2% 77

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KMG Fiduciary Partners's D Position: Q4 2022 in Review

KMG Fiduciary Partners sold out of Dominion Energy (D) in Q4 2022, closing a stake of 4,078 shares — an estimated $282K sold.

KMG Fiduciary Partners first reported a position in D in Q1 2019 and held it in 15 quarters. The position peaked at $518K in Q1 2019. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • KMG Fiduciary Partners reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • KMG Fiduciary Partners sold 4,078 Dominion Energy shares in Q4 2022, an estimated $282K.
  • KMG Fiduciary Partners first reported a position in Dominion Energy in Q1 2019 and held it in 15 quarters.
  • KMG Fiduciary Partners's Dominion Energy position peaked at $518K in Q1 2019.
  • 1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on KMG Fiduciary Partners's 13F filing for Q4 2022, filed 12 Jan 2023.