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LexAurum Advisors’s Dominion Energy D Stock Holding History

LexAurum Advisors’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
-3,008
Closed -$208K – 254
2022
Q3 		$208K Buy
3,008
+70
+2% +$5.65K 0.08% 222
2022
Q2 		$234K Hold
2,938
– – 0.09% 208
2022
Q1 		$250K Sell
2,938
-5
-0.2% -$402 0.08% 217
2021
Q4 		$231K Sell
2,943
-953
-24% -$71.7K 0.08% 229
2021
Q3 		$284K Buy
3,896
+300
+8% +$22.9K 0.08% 227
2021
Q2 		$265K Hold
3,596
– – 0.08% 243
2021
Q1 		$273K Hold
3,596
– – 0.09% 209
2020
Q4 		$270K Hold
3,596
– – 0.1% 198
2020
Q3 		$284K Sell
3,596
-242
-6% -$19K 0.12% 175
2020
Q2 		$312K Buy
3,838
+100
+3% +$8.02K 0.17% 131
2020
Q1 		$270K Buy
3,738
+400
+12% +$32.7K 0.19% 123
2019
Q4 		$276K Buy
3,338
+564
+20% +$46.1K 0.14% 165
2019
Q3 		$225K Sell
2,774
-57
-2% -$4.41K 0.13% 165
2019
Q2 		$219K Sell
2,831
-134
-5% -$10.2K 0.14% 152
2019
Q1 		$227K Hold
2,965
– – 0.15% 143
2018
Q4 		$212K Hold
2,965
– – 0.16% 132
2018
Q3 		$208K Buy
+2,965
New +$210K 0.15% 143

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

LexAurum Advisors's D Position: Q4 2022 in Review

LexAurum Advisors sold out of Dominion Energy (D) in Q4 2022, closing a stake of 3,008 shares — an estimated $208K sold.

LexAurum Advisors first reported a position in D in Q3 2018 and held it in 17 quarters. The position peaked at $312K in Q2 2020. 1,427 funds tracked by Wall St. Rank hold D as of Q4 2022.

  • LexAurum Advisors reported no remaining Dominion Energy position as of Q4 2022 after selling out during the quarter.
  • LexAurum Advisors sold 3,008 Dominion Energy shares in Q4 2022, an estimated $208K.
  • LexAurum Advisors first reported a position in Dominion Energy in Q3 2018 and held it in 17 quarters.
  • LexAurum Advisors's Dominion Energy position peaked at $312K in Q2 2020.
  • 1,427 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2022.

Based on LexAurum Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.