LHWM
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Lake Hills Wealth Management’s Dominion Energy D Stock Holding History

Lake Hills Wealth Management’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 		– Sell
-3,869
Closed -$200K – 33
2023
Q2 		$200K Buy
+3,869
New +$210K 0.22% 40

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Massachusetts Financial Services
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Hills Wealth Management's D Position: Q3 2023 in Review

Lake Hills Wealth Management sold out of Dominion Energy (D) in Q3 2023, closing a stake of 3,869 shares — an estimated $200K sold.

Lake Hills Wealth Management first reported a position in D in Q2 2023 and held it in 1 quarter. The position peaked at $200K in Q2 2023. 1,202 funds tracked by Wall St. Rank hold D as of Q3 2023.

  • Lake Hills Wealth Management reported no remaining Dominion Energy position as of Q3 2023 after selling out during the quarter.
  • Lake Hills Wealth Management sold 3,869 Dominion Energy shares in Q3 2023, an estimated $200K.
  • Lake Hills Wealth Management first reported a position in Dominion Energy in Q2 2023 and held it in 1 quarter.
  • Lake Hills Wealth Management's Dominion Energy position peaked at $200K in Q2 2023.
  • 1,202 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Lake Hills Wealth Management's 13F filing for Q3 2023, filed 16 Oct 2023.