Lugano Financial Advisors SA (LFA)’s Dominion Energy D Stock Holding History

Lugano Financial Advisors SA (LFA)’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	-3,486	Closed	-$181K	–	189
2023 Q2	$181K	Hold	3,486	–	–	0.12%	78
2023 Q1	$195K	Hold	3,486	–	–	0.15%	50
2022 Q4	$214K	Sell	3,486 -3,486	-50%	-$219K	0.16%	55
2022 Q3	$482K	Buy	6,972 +3,486	+100%	+$281K	0.38%	44
2022 Q2	$278K	Hold	3,486	–	–	0.19%	54
2022 Q1	$297K	Hold	3,486	–	–	0.2%	53
2021 Q4	$274K	Buy	+3,486	New	+$262K	0.16%	58

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s D Position: Q3 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of Dominion Energy (D) in Q3 2023, closing a stake of 3,486 shares — an estimated $181K sold.

Lugano Financial Advisors SA (LFA) first reported a position in D in Q4 2021 and held it in 7 quarters. The position peaked at $482K in Q3 2022. 1,202 funds tracked by Wall St. Rank hold D as of Q3 2023.

Lugano Financial Advisors SA (LFA) reported no remaining Dominion Energy position as of Q3 2023 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 3,486 Dominion Energy shares in Q3 2023, an estimated $181K.
Lugano Financial Advisors SA (LFA) first reported a position in Dominion Energy in Q4 2021 and held it in 7 quarters.
Lugano Financial Advisors SA (LFA)'s Dominion Energy position peaked at $482K in Q3 2022.
1,202 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2023, filed 23 Oct 2023.