Kula Investments’s Dominion Energy D Stock Holding History

Kula Investments’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	-19,296	Closed	-$1.18M	–	661
2022 Q4	$1.18M	Buy	+19,296	New	+$1.21M	0.35%	33

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Kula Investments's D Position: Q1 2023 in Review

Kula Investments sold out of Dominion Energy (D) in Q1 2023, closing a stake of 19,296 shares — an estimated $1.18M sold.

Kula Investments first reported a position in D in Q4 2022 and held it in 1 quarter. The position peaked at $1.18M in Q4 2022. 1,324 funds tracked by Wall St. Rank hold D as of Q1 2023.

Kula Investments reported no remaining Dominion Energy position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 19,296 Dominion Energy shares in Q1 2023, an estimated $1.18M.
Kula Investments first reported a position in Dominion Energy in Q4 2022 and held it in 1 quarter.
Kula Investments's Dominion Energy position peaked at $1.18M in Q4 2022.
1,324 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.