LTI
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Laffer Tengler Investments’s Dominion Energy D Stock Holding History

Laffer Tengler 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
2024
Q1 		– Sell
-92
Closed -$4.32K – 436
2023
Q4 		$4.32K Buy
+92
New +$4.11K ﹤0.01% 322
2022
Q4 		– Sell
-10
Closed -$740 – 432
2022
Q3 		$740 Hold
10
– – ﹤0.01% 399
2022
Q2 		$847 Hold
10
– – ﹤0.01% 356
2022
Q1 		$894 Sell
10
-6,997
-100% -$562K ﹤0.01% 390
2021
Q4 		$551K Buy
7,007
+900
+15% +$67.7K 0.16% 129
2021
Q3 		$446K Buy
6,107
+2,667
+78% +$203K 0.13% 144
2021
Q2 		$253K Buy
3,440
+2,715
+374% +$210K 0.09% 148
2021
Q1 		$55.1K Buy
+725
New +$52.7K 0.02% 275
2020
Q2 		– Sell
-3,790
Closed -$274K – 259
2020
Q1 		$274K Sell
3,790
-342
-8% -$27.9K 0.21% 83
2019
Q4 		$342K Sell
4,132
-1,111
-21% -$90.8K 0.23% 90
2019
Q3 		$425K Sell
5,243
-10
-0.2% -$773 0.36% 69
2019
Q2 		$406K Buy
5,253
+284
+6% +$21.6K 0.35% 71
2019
Q1 		$381K Buy
4,969
+79
+2% +$5.77K 0.1% 162
2018
Q4 		$349K Buy
4,890
+27
+0.6% +$1.97K 0.1% 163
2018
Q3 		$342K Buy
4,863
+114
+2% +$8.07K 0.08% 172
2018
Q2 		$324K Sell
4,749
-146
-3% -$9.51K 0.08% 174
2018
Q1 		$330K Buy
4,895
+324
+7% +$23.9K 0.08% 172
2017
Q4 		$371K Buy
+4,571
New +$370K 0.09% 188

Other funds holding D

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laffer Tengler Investments's D Position: Q1 2024 in Review

Laffer Tengler Investments sold out of Dominion Energy (D) in Q1 2024, closing a stake of 92 shares — an estimated $4.32K sold.

Laffer Tengler Investments first reported a position in D in Q4 2017 and held it in 18 quarters. The position peaked at $551K in Q4 2021. 1,224 funds tracked by Wall St. Rank hold D as of Q1 2024.

  • Laffer Tengler Investments reported no remaining Dominion Energy position as of Q1 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 92 Dominion Energy shares in Q1 2024, an estimated $4.32K.
  • Laffer Tengler Investments first reported a position in Dominion Energy in Q4 2017 and held it in 18 quarters.
  • Laffer Tengler Investments's Dominion Energy position peaked at $551K in Q4 2021.
  • 1,224 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2024.

Based on Laffer Tengler Investments's 13F filing for Q1 2024, filed 15 May 2024.